Jon Wainwright believes advice firms can follow in the footsteps of banks and accountants towards the paperless office. Although starting with less paper is a step in the right direction, he writes
Today, the goal of a ‘paperless office' is climbing higher on the agenda of organisations as they look to devise and execute on their digital transformation strategies. Fundamental to the success of...
Adds £850k revenue
Our regular video series continues
Transactions monitored by advisers
Follows acquisition of Arton Bank
Applies to all pension policies