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

Technology and vendor consolidation: A recipe for growth

Technology and vendor consolidation: A recipe for growth

From cost-cutting to strategic simplification

Russell Andrews
clock 02 February 2026 • 4 min read
Advisers warned against all-in-one 'tech traps'

Advisers warned against all-in-one 'tech traps'

‘I became frustrated with the limitations of this approach’

Sahar Nazir
clock 29 January 2026 • 3 min read
Need financial guidance? There's a bot for that

Need financial guidance? There's a bot for that

Generative AI-powered bots or agents could be key to democratising financial guidance, writes Paul Muir

Paul Muir
clock 27 January 2026 • 4 min read