True Potential CEO on building technology for the client

‘We say to clients that this is going to be tech-led proposition’

Isabel Baxter
clock • 1 min read

What makes True Potential different is its ability to build technology around its clients, its chief executive Daniel Harrison told delegates.

Speaking at NextWealth Live 2024, Harrison said that True Potential thrives on its ability to offer technology that can be tailored to the individual client. He explained: "Where we are different to most, not all, is that we build tech for our own clients. "We say to clients that this is going to be tech-led proposition." Although, Harrsion noted that the firm reminds its clients that someone is always on hand in person to help them if that is required. "We want to ensure that the human touch is not completely lost," he added. "Advisers won't be replaced." The ‘ticking advise...

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

Model Office launches AI compliance audit software for advice firms

Model Office launches AI compliance audit software for advice firms

Streamline client file reviews and compliance document audits

Isabel Baxter
clock 17 April 2024 • 2 min read
Twenty7tec unveils web-based CRM solution for advisers

Twenty7tec unveils web-based CRM solution for advisers

‘Advisers are tired of overpaying for technology that integrates poorly’

Isabel Baxter
clock 17 April 2024 • 1 min read
Growing technology use increasing adviser and client pressure

Growing technology use increasing adviser and client pressure

Nearly all advisers say investment clients have become more demanding

Isabel Baxter
clock 16 April 2024 • 1 min read