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

  • 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.



Already a Professional Adviser member?


More on Technology

Comentis signs up 500 advisers to client vulnerability tool

Comentis signs up 500 advisers to client vulnerability tool

Client vulnerability assessment is a key part of compliance process

Jenna Brown
clock 19 September 2023 • 1 min read
Advisers need 'bigger toolbox' amid changing attitudes towards tech

Advisers need 'bigger toolbox' amid changing attitudes towards tech

Fintel urges advisers to look at new areas of growth as ‘world is changing’

Sahar Nazir
clock 19 September 2023 • 2 min read
Nick Eatock is chief executive at Intelliflo

IFAs must embrace technology to focus on the value of advice

Tech playing 'increasingly important role' in financial advice process

Nick Eatock
clock 06 September 2023 • 3 min read