Advisers do not feel comfortable replacing paper with technology without a comprehensive support structure in place, according to Assureweb.
Assureweb’s Annual Tech Index – an independent study of 300 financial advisers by Mori – reveals 88% of advisers agree proper training on a relevant system is essential for technology to work. The study also reveals 90% of advisers believe technology must be quick and easy to use otherwise it would be more efficient for their businesses to deal with paper. Stephen Wynne-Jones, director of sales and marketing at Assureweb, says: “The stigma that has been historically attached to anything vaguely technological is ebbing away, particularly with the help of the positive impact that portals ...
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