Advisers need to tell providers exactly what technology they want to use to best serve their clients, Mark Polson has said.
The lang cat principal and founder was speaking on a technology and innovation panel at Professional Adviser's inaugural annual conference, PA360. "I would like to see advisers stop consuming technology and see them drive what they want a little bit more," he explained. "Think long and hard what it is you want to offer clients and get the tech solution you want to fit. "These guys [providers] will find it a lot easier if you're clear on what you want and let them build it for you. I don't know a tech company that wants to build something no one will use." Polson was joined by Iress...
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