Mark Gee: The benefits technology can bring to every adviser

New clients and markets, lower costs, improved control

clock • 4 min read

De-bunking the 'digitisation myth', Mark Gee explains why technology is offering not just some but all financial advisers the opportunity to leapfrog their competitors

Wherever you look in society, technology is having an increasingly important role in our busy everyday lives. From ordering an Uber using a smartphone to buying a coffee with contactless payments, we are living in a digital revolution. But one industry that has been accused by some of failing to keep pace with consumers' expectations is financial services - and in particular the wealth management sector. While consumers are becoming increasingly digitally savvy, some firms have been slow to modernise their businesses. And it seems they won't stand for this inactivity for much longer. Rec...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Growing technology use increasing adviser and client pressure

Growing technology use increasing adviser and client pressure

Nearly all advisers say investment clients have become more demanding

Isabel Baxter
clock 16 April 2024 • 1 min read
How advisory firms can tackle evolving financial crime challenge

How advisory firms can tackle evolving financial crime challenge

Digital defences must adapt to preserve adviser market integrity

Ian Stott and Babar Hayat
clock 11 April 2024 • 5 min read
Small advice firms urged to build a 'technology network'

Small advice firms urged to build a 'technology network'

‘IFAs should build a technology network within their professional one’

Isabel Baxter
clock 04 April 2024 • 2 min read