PA360: 'All adviser firms need to be prepared to go fully digital'

'If you are not thinking digitally you will be left behind'

Jenna Brown
clock • 1 min read

All adviser firms need to be prepared to run fully digitally to best engage with the next generation of clients, delegates at PA360 heard.

Speaking during a panel on adviser technology, AdviceObjects chief executive Uday Nimmakayala said while digital would never fully replace the traditional concept of advice, firms who wanted to engage with younger people needed to think digitally. "You want to meet and service young clients. Be prepared for that. Think digital all the way. You can do hybrid, but think ‘is the business geared towards fully digital?' Digital is the way," he said. Felicia Meyerowitz Singh co-founder and CEO Akoni Hub said linking digital to the concept of financial wellness was also important. "Think ...

To continue reading this article...

Join Professional Adviser for free

  • 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 Technology

More than half of advisers are testing AI and regtech

More than half of advisers are testing AI and regtech

AI viewed as both an opportunity and risk by compliance officers

Isabel Baxter
clock 06 November 2025 • 2 min read
Adventures in AI: Separating hype from reality

Adventures in AI: Separating hype from reality

Taking the ‘eh?’ out of AI

Mike Morrow
clock 29 October 2025 • 4 min read
Iress and Moneyinfo link up in 'first of its kind' partnership

Iress and Moneyinfo link up in 'first of its kind' partnership

Exclusive: Tech firms aim to connect the full advice journey

Isabel Baxter
clock 29 October 2025 • 6 min read