Technology

How long ago was it that the insurance salesman was epitomised by the sight of the trusty rate book? I have no idea because technology has been with us in financial services for many a decade.

Law firm Financial Services Legal has built a website it says offers IFAs an easier way to sell their businesses and exit the industry.

Intelliflo is rolling out a consumer portal in January as part of its Intelligent Office system, which will enable advisers' clients to do their own valuations and obtain quotations.

OPENWORK has confirmed a number of senior sales managers are at risk of losing their jobs as part of its restructuring process.

CAPITA has bought Synaptic Systems, a provider of research information and software to IFAs.

ALLIANCE Trust Savings is set to launch a service that will help listed companies build a closer relationship with their shareholders.

Capita is expanding its technology empire again and has now acquired Synaptic Systems in its drive to build Enabler, at the same time as making management changes at Quay Software.

Industry technology providers Capita and Vertex have announced a flurry of ‘firsts' set to hit the market and provide business benefits to IFAs.

I've spent what seems like most of the last month at a variety of industry conferences. I've met a huge range of IFAs across the UK, Europe, India, Australia, Singapore and China - each with their own priorities.

THE use of technology must become embedded in adviser's business models and practices before its benefits fully tell, IFAs were told at a Treating Customers Fairly conference.