Financial advisers who adopt and embrace technology have, on average, 127 more clients than those who do not, Intelliflo executive chairman Nick Eatock told delegates at today's PA360 North adviser conference.
The back-office provider boss said that, having surveyed some 2,000 firms in the sector that use Intelliflo software, those who adopt the most technology enjoy more efficiencies and more time to do other...
Vitality at Work scheme
Reporting to Steve Hill
Appointed on 19 September
Plans to double size in five years
Unnamed company valuation reduced