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

FE Fundinfo launches AI assistant for advisers

FE Fundinfo launches AI assistant for advisers

Part of updates to Nexus for Financial Advisers platform

Sophia Panayi
clock 13 August 2026 • 2 min read
Is the FCA ignoring an obvious breach of the regulatory perimeter?

Is the FCA ignoring an obvious breach of the regulatory perimeter?

'There are genuine legal complications'

Gareth Fatchett
clock 11 August 2026 • 5 min read
Some UK top advice firms invisible to AI platforms – research

Some UK top advice firms invisible to AI platforms – research

‘Advisers aren't unaware of this at all’

Sophia Panayi
clock 11 August 2026 • 3 min read