Jason Betteridge: How technology is enhancing the advice journey

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...