The idea that productivity, sales etc, can be substantially improved, even revolutionised by the use of technology has been around for a long time, so long in fact that many of us have become rather cynical about claims of this nature.
I think part of the cause of this is the notion that all one needs to do is purchase whatever the hot new gizmo or software product is, turn it on and hey presto, the revolution occurs. Of course life isn’t like that, and yet, used effectively, technology is delivering real results for advisers, especially in the front office arena. Distribution Technology recently ran a survey of its adviser users which produced some very positive results. Respondents told us that cross sales, value per case and numbers of cases had all increased between 16%-18% thanks to the use of front office techno...
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