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Eatock says that from Intelliflo’s point of view, digital technology use has hugely increased. This included client portal usage as well as the use of DocuSign, which he says has hugely increased since the pandemic began.
The coronavirus pandemic forced many of us to rethink how we deal with day-to-day activities and, for advisers, communicating with their clients is a pivotal area of their work. Here, intelliflo’s Nick Eatock speaks to Professional Adviser’s Sophie King about trends the firm has noticed in the past 12 months
From Intelliflo's point of view and analysis of adviser firm use of its technology, digital engagement has hugely increased over the past year. This includes client portal usage as well as the use of DocuSign,...
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