CRM

With up to a quarter of IFAs expected to leave the industry in the run-up to RDR, Maria Merricks finds out how advisers looking to sell their firms can attract buyers.

Data management will play a crucial role in ensuring advisers are RDR ready.

AT8's Mark Loosmore begins a series of reviews of practice management systems. This week he discovers a portal with potential.

AT8's Mark Loosmore explains why portals have become such a vital part of many providers' infrastructures.

This week, AT8's Mark Loosmore sums up the key lessons learnt from visiting 15 firms.

AT8 Group's Mark Loosmore continues his series for Professional Adviser with a look at Moneyworkout, a mortgage and protection specialist with a focus on customer service and a bold use of technology.

AT8 Group's Mark Loosmore looks at how Contact Insurance uses IT to target the needs of the adviser community...

AT8 Group's Mark Loosmore examines how The Tenet Group uses IT to target the needs of the adviser community.

In light of ever-changing customer needs and expectations, firms are constantly evolving TCF practices. Customer service specialist Derek Bishop explains how businesses can live up to TCF regulations.

Being part of a large software organisation, it is interesting to see how the emerging technology propositions for wrap accounts differ quite radically in their approach. Several are putting forward a one-stop shop where all clients are captured onto...