How technology can save advisers time and money
Publish date: 30 April 2020
Issue Number: 119
Diary: CompliNEWS
Category: Advice
While the core job of an adviser remains face-to-face advice, it can be a challenging business to focus on financial planning when there are many onerous tasks surrounding it, from compliance and regulation, to effective communication, policy selection, retention and client onboarding.
Technology is one of the areas that has developed in recent years to help advisers build stronger businesses, offer more comprehensive compliant advice and help them to focus on the tasks at hand.
Matthew Morris from FT Adviser reports on this and states that the digital age has opened up opportunities across all segments of financial services - platforms, provider portals, back office tech stacks, planning and cashflow tools and AI.
