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

The future of advice journeys: Creating a fully joined-up process

The future of advice journeys: Creating a fully joined-up process

All the parts of the chain must work together seamlessly

Nick Eatock
clock 18 June 2024 • 3 min read
Why firms need a people-first approach to being tech-forward

Why firms need a people-first approach to being tech-forward

'Important that firms don't develop tunnel vision'

Tim Gillman
clock 07 June 2024 • 4 min read
Advisers told AI benefits will be reliant on their proactive engagement

Advisers told AI benefits will be reliant on their proactive engagement

‘This is now about the evolution to a full advice solution’

Hope Coumbe
clock 04 June 2024 • 2 min read