The idea that productivity, sales etc, can be substantially improved, even revolutionised by the use of technology has been around for a long time, so long in fact that many of us have become rather cynical about claims of this nature.
I think part of the cause of this is the notion that all one needs to do is purchase whatever the hot new gizmo or software product is, turn it on and hey presto, the revolution occurs. Of course life isn’t like that, and yet, used effectively, technology is delivering real results for advisers, especially in the front office arena. Distribution Technology recently ran a survey of its adviser users which produced some very positive results. Respondents told us that cross sales, value per case and numbers of cases had all increased between 16%-18% thanks to the use of front office techno...
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