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

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...