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“Often you find it the other way round whereby businesses are trying to change their processes to fit with the technology" - SimplyBiz's Dan Russell.
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...
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