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

'Important that firms don't develop tunnel vision'

clock • 4 min read

By adopting a people-first approach to being tech-forward, clients, colleagues and businesses will all win, explains Tim Gillman

Advisory firms are more aware than ever of the need to be tech-forward and invest in the transformation required to succeed in a progressively digital world. Understanding the needs of clients and improving systems and processes to facilitate client interactions is vital, but it's important that firms don't develop tunnel vision. Fast forward through the next five years of rapid tech adoption and most businesses will have broadly the same systems in place. This means that the key differentiating factor will be their people.   Therefore, it's essential that advisory firms focus equally...

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