CRM
Technology
‘Advisers are tired of overpaying for technology that integrates poorly’
17 April 2024
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1 min read
Technology
Built and developed with pilot of 70 advisers over the last 12 months
04 March 2024
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2 min read
Technology
Sesame Bankhall Group's head of adviser technology, James Stevenson, explains how the experience of financial advisers in Australia is helping drive technology innovation in the UK.
28 March 2012
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Your profession
From data encryption to intruder detection systems, Nick Eatock, CEO of IntelliFlo, explains the best ways to prevent confidential information getting into the wrong hands.
15 March 2012
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Wrap/platforms
Mark Loosmore of IRESS finds out how marketing firm ClientsFirst is helping advisers prepare their businesses for the new regulatory environment through the use of PR, email and newsletter campaigns.
02 February 2012
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uncategorised
Chris Read gives his top tips for successful migration of clients' assets onto wrap platforms.
03 August 2011
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TMT
Mark Loosmore gives a round-up of the results of AT8's practice management systems market review, as vendors vie for a slice of the pre-RDR pie
18 November 2010
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