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

Could a Linkedin AI platform be financial advisers' 'best kept secret'?

Could a Linkedin AI platform be financial advisers' 'best kept secret'?

Calm Authority built by financial planners for advisers

Sophia Panayi
clock 30 March 2026 • 3 min read
AI in financial advice starts with data that's fit for purpose

AI in financial advice starts with data that's fit for purpose

'The firms that benefit most from AI will be those that fix their foundations first'

Luke Miles
clock 26 March 2026 • 4 min read
Adventures in AI: Where next for AI in advice?

Adventures in AI: Where next for AI in advice?

Part three in the series...

Mike Morrow
clock 25 March 2026 • 4 min read