Automation in the platform market is key to ending the perceived "race to the bottom" and increasing client satisfaction, delegates heard.
Adam Prestwood, operations director at P1 said that platforms have been forced to become paperless due to the Covid-19 pandemic and would be moving more and more into automation. As platforms are becoming cheaper and client satisfaction surveys show an increased number of people are unhappy with the platforms they are using, automation is key to end the ‘race to the bottom', Preston explained. Andrew Donalds, head of strategic partnerships at 7IM, said that when it comes to acquisitions, sufficient research tools are needed. "This is a big challenge but there are great tools out th...
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