Mark Gee: The benefits technology can bring to every adviser

New clients and markets, lower costs, improved control

clock • 4 min read

De-bunking the 'digitisation myth', Mark Gee explains why technology is offering not just some but all financial advisers the opportunity to leapfrog their competitors

Wherever you look in society, technology is having an increasingly important role in our busy everyday lives. From ordering an Uber using a smartphone to buying a coffee with contactless payments, we are living in a digital revolution. But one industry that has been accused by some of failing to keep pace with consumers' expectations is financial services - and in particular the wealth management sector. While consumers are becoming increasingly digitally savvy, some firms have been slow to modernise their businesses. And it seems they won't stand for this inactivity for much longer. Rec...

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

'Huge amount' of AI hyperbole among industry

'Huge amount' of AI hyperbole among industry

‘Everyone is talking about AI, but no one really knows everything yet’

Isabel Baxter
clock 09 May 2024 • 1 min read
Pension dashboards demand systems built to scale up rapidly

Pension dashboards demand systems built to scale up rapidly

7.5 million people might log in within the first few days alone

Paul Muir
clock 08 May 2024 • 7 min read
Advisers can boost client communication by embracing AI

Advisers can boost client communication by embracing AI

Effective utilisation of AI offers great potential client benefits

James Tucker
clock 01 May 2024 • 4 min read