Tech review: What ClientsFirst is doing for advisers

As we move from a financial advice environment that is still largely transactional in its orientation to one which is advice and service driven, advisers are increasingly picking up on the need to have regular professional contact with clients. Newsletters, customer surveys, social media and informative/interactive websites are all becoming important parts of an adviser’s service proposition. This week we spoke to a marketing firm, ClientsFirst, which is helping guide IFAs through this important transition, providing both marketing services and software to assist them. Corporate overv...