Industry surveys suggest 30% of adviser firms still use ‘home-grown' technology to run their businesses. In a time of heavy regulation and stiff competition, Nick Eatock, chief executive of IntelliFlo, says IFAs should be embracing up-to-date and business efficient technology...
As well as being a particularly complex business area, financial services is one of the most heavily regulated industries in the UK. It is also an industry where the end client (be they an individual, a firm or a trust) is highly reliant on the advice given for some of the most important decisions they will ever make. From an advisory firm perspective, this makes it even more important the client is well managed and is provided with frequent, high-quality service. Given this backdrop and the extensive range of services, it is surprising so many advisory firms still use their own ‘home...
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