Anthony Rafferty: Why integration needs to be a done deal

'A win for advisers'

clock • 4 min read

Adviser businesses need their software, platforms and back-office systems to better and more easily talk with one another, says Anthony Rafferty, and the 'hub-and-spoke' approach to technology is a way to achieve that level of integration

Mark Polson of the lang cat recently spoke of a conversation he had where the question of how ‘normal' sized adviser firms could keep up with everything they are expected to do, have good processes and still write business, serve clients and all the rest. The answer, of course, is making best use of digital solutions. It is going to be crucial to all advisory firms going forward - not just to keep pace and make a profit after dealing with everything in running their businesses, but also to keep abreast of consumer expectations. With the introduction of banking apps, like Bean and Yolt...

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