Mark Loosmore: Are you being served (efficiently)?

Simplify and modernise

clock
Mark Loosmore: "Changing consumer preferences extend beyond any one age-determined demographic and addressing this should resonate with clients of all ages."
Image:

Mark Loosmore: "Changing consumer preferences extend beyond any one age-determined demographic and addressing this should resonate with clients of all ages."

Demands on advisers may be constantly shifting and evolving so, argues, Mark Loosmore, a technology-based guided advice service can help firms to serve more clients, more profitably and more efficiently

Over the last couple of months, a number of surveys have focused on the advice gap in the UK and explored some of the ways in which the financial services industry might go about addressing it. For me,...

To continue reading this article...

Join Professional Adviser

 

  • 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.
  • Tap into our community intelligence through our regular Pro Adviser poll.
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Technology

Ray Adams, Chartered financial planner and founder of CashCalc

CashCalc launches Cashflow Modeller with added tax functionality

‘Easy for advisers to use, easy for clients to understand’

clock 20 January 2022 • 2 min read
David Ferguson: "I'm both grateful and motivated to join such a respected, disruptive and progressive company, and to build on the strong foundations that the team has already laid."

David Ferguson to join 'disruptive' Seccl as chief executive

From 4 April

Jenna Brown
clock 18 January 2022 • 3 min read
EVPro comprises five integrated modules that, when combined, help advisers deliver a complete advice journey to their clients, EV said.

EV's latest adviser tool to streamline PII premium negotiations

'Robust audit trail'

clock 13 January 2022 • 2 min read