Jason Betteridge: How technology is enhancing the advice journey

At the touch of a button

clock • 4 min read

Jason Betteridge explores the ever-growing use of technology in the adviser market and says while automation has a part to play, the benefit of technology shines through as it supports and enhances the traditional advice model

It's hard to remember a time when technology played only a supporting role in the advice process; firms' propositions are now dominated by digital tools and solutions. However, as recent as a decade ago, tasks that seem archaic - such as paper factfinding and obtaining asset valuations over the phone - were widespread. The landscape has since undergone a serious makeover, with technology now driving the customer journey from start to finish, to the extent that those failing to embrace innovation risk drifting out of step with their clients' needs. Thanks to new technologies, people can e...

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

PA360: AI 'here now' and transforming adviser workflows

PA360: AI 'here now' and transforming adviser workflows

‘AI is not coming for your jobs’

Sahar Nazir
clock 01 May 2025 • 2 min read
AI tech providers see advice firm client numbers swell

AI tech providers see advice firm client numbers swell

Adviser tech providers reveal how AI is driving efficiency, scalability, and personalised service

Sahar Nazir
clock 30 April 2025 • 4 min read
Advisers who are on board with technology outperform peers: Intelliflo

Advisers who are on board with technology outperform peers: Intelliflo

Generated more revenue and serviced more clients

Jen Frost
clock 28 April 2025 • 2 min read