Technology has a huge part to play in the overall customer experience, as well as delivering efficiencies and streamlining processes to ensure your business is set up for success, writes Nick Eatock
According to research by SimplyBiz, advisers believe that increasing client engagement presents a huge opportunity for firms over the next twelve months, alongside further strengthening efficiencies within their businesses and greater use of technology. I believe these facets of the advice business are all closely linked. The trusted personal relationship between you and your client is at the heart of driving engagement with financial advice, but technology is invaluable in supporting this human connection and creating business efficiencies to deliver a personalised, consistent service. ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
