Nick Eatock: The power of deep integrations

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clock • 3 min read

Nick Eatock looks towards a tech utopia where deeper and more effective integrations between various systems in the adviser toolkit are seamless...

In an ideal world, all the systems advisers use, or want to use, would integrate flawlessly, pulling data from one to the other in a seamless journey that saves firms time and money and delivers value for clients. While the industry is moving towards deeper and more effective integrations between the various systems in the adviser toolkit, we're some way off this utopia. A report by the lang cat and Origo in 2019 found that firms typically rekey data into three standalone systems when onboarding new clients. I hope that this figure has improved since then, but we all know there are st...

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