Financial advisers who adopt and embrace technology have, on average, 127 more clients than those who do not, Intelliflo executive chairman Nick Eatock told delegates at today's PA360 North adviser conference.
The back-office provider boss said that, having surveyed some 2,000 firms in the sector that use Intelliflo software, those who adopt the most technology enjoy more efficiencies and more time to do other things. "Some firms choose to service more clients - and the more active adopters, who are integrating more, have 127 more clients on average than those in the bottom quartile," he said. "That's from our 2,000-firm sample set, so we are beginning to see advice businesses that adopt core elements of technology. It is maybe half a dozen key things but, if you look at where the real valu...
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