Technology can help build two-way dialogue with clients, advisers told

PA360 2019 conference

Sophie King
clock • 2 min read

Advisers should use technology to build a "best of breed programme" for their businesses in order to better their relationship with clients, according to panellists at PA360.

Adam Higgs, who is head of research at fintech consultancy firm Finance & Technology Research Centre, told delegates at Professional Adviser's flagship conference last month that the way in which technology is being used has "dramatically changed". "Technology was always very much a back-office action," he said. "It now aids engagement with clients across varying systems."   As an example, Higgs told delegates how some advisers now use iPads during their meetings with clients so they can pass them to one another and better understand the adviser and what they are recommending. Abak...

To continue reading this article...

Join Professional Adviser

  • 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.

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PA Working Lunches: Last chance to reserve a spot with Baillie Gifford!

PA Working Lunches: Last chance to reserve a spot with Baillie Gifford!

Advisers invited to join an informative lunch session worth one hour of CPD

Professional Adviser
clock 05 December 2022 • 1 min read
Perspective acquires East Sussex-based advice firm

Perspective acquires East Sussex-based advice firm

Deal is the 11th acquisition of the year for the national advice firm

Ayesha Venkataraman
clock 05 December 2022 • 2 min read
Sivajoti: "It's been a long term goal of ours."

NextGen Planners valued at £5m as it opens crowdfunding

Comes after initial target of £150,000 was quickly exceeded

Hope William-Smith
clock 01 December 2022 • 1 min read