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...

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