Ignore technology at your business' risk
He is speaking at next month’s Meet the Managers event, about utilising technology to enhance performance.
He said it was likely that key trends in the use of technology would have an increasing impact on adviser businesses. Many advisers were not prepared for the changes that would happen over the next five or 10 years, he said.
One of the biggest trends internationally was the use of roboadvisers, he said. These range from online offers that match clients with products by relying on algorithms with no advice offered, to advisers using technology to complement their business and established providers offering an online tool to customers.
“I’ve been on some of these sites and had a look and some are quite impressive in what they can offer.”
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