Mark Loosmore: With client onboarding, first impressions count

PA360 revisited

clock • 4 min read

Clients are now so used to a high level of personalisation in many other transactions and services that, writes Mark Loosmore, they will probably expect it from their financial adviser too

Businesses work hard to create a positive perception of their brand and build solid relationships with clients. And that perception has to be a good one from the outset because firms know only too well that first impressions can so often set the tone for relationships. The range of services many of us transact with online these days means our expectations have risen when it comes to getting ‘onboard' without too much difficulty. Take automated confirmation notifications as an example - it may sound trivial but, when the likes of Amazon automatically send you an email confirming purchase,...

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

'It sits all over the place': The tech platform tackling the advice data issue

'It sits all over the place': The tech platform tackling the advice data issue

Afternoon was the winner of The Lang Cat’s AdviceTech Catwalk

Sophia Panayi
clock 03 July 2026 • 3 min read
The three AI trends moving client value from portfolio to relationship in wealth management

The three AI trends moving client value from portfolio to relationship in wealth management

'I'm not convinced everyone putting their use of AI front and centre understands the risks of going all-in'

Anthony Villis
clock 03 July 2026 • 5 min read
Advice professionals using AI up 46% since 2025

Advice professionals using AI up 46% since 2025

According to Dynamic Planner’s Advice 26

Sophia Panayi
clock 01 July 2026 • 2 min read