'Technology is merely the tool to deliver a robust business' - rewatch regulation and technology webinar

PA Working Lunches

Sophie King
clock • 1 min read

Technology is merely a tool to help to run an advisory business, and should support the processes advisers already have in place, according to SimplyBiz investment service managing director Dan Russell.

Speaking at the second series of Working Lunches hosted by Professional Adviser on Thursday (20 August), in partnership with SimplyBiz Group, Russell said technology must work in conjunction with the processes advisers have in place for their business. "Often you find it the other way round whereby businesses are trying to change their processes to fit with the technology," he said. Russell explained that without suitable and robust processes in place first, technology will not necessarily matter, likening his advice to using expensive golf clubs without having the relevant skills: "T...

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