Mark Loosmore: Making the complex simple

‘Logical and intuitive’ technology

clock • 3 min read

Your back office is the technology solution that enables you to deliver your own differentiated advice proposition and so, says Mark Loosmore, it is vital it works for you in the way you need it to work

I recently hired a car for a couple of days while away on business and, thanks to some unknown cosmic algorithmic fluke, I received a free upgrade to a new Volvo XC60 (other cars are available). Before the hire guy sent me on my way, he ran me through a few basic functions and then told me, if I needed to use any of the additional bells and whistles, I could because it was all "highly configurable". As I soon discovered, what he meant by "highly configurable" is possibly better described as "dead easy to personalise".   With the touch of a few buttons on the central digital display, I...

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

Dynamic Planner CEO on AI's role in 'trusted advice'

Dynamic Planner CEO on AI's role in 'trusted advice'

‘The challenge is that delivering advice is hard’

Isabel Baxter
clock 09 December 2025 • 6 min read
FCA reveals first group of financial firms to take part in AI testing

FCA reveals first group of financial firms to take part in AI testing

To deploy ‘safe and responsible’ AI

Cristian Angeloni
clock 03 December 2025 • 1 min read
Providers have 'clear role' to help advice firms with AI governance support

Providers have 'clear role' to help advice firms with AI governance support

Less than 5% of advisers have a full AI policy

Isabel Baxter
clock 02 December 2025 • 3 min read