
Russell Hutchinson Opinion
The Development of Adviser Technology
Sunday 1st of December 2013
Once upon a time a decent set of manila files was considered pretty well-organised. These themselves were an advance on the policy cards that some advisers kept – or not – on their clients. Of course, if you were a tied agent of a single company, then their data was sufficient for your needs.
Then we developed the idea of client relationship management (CRM) systems. These hold two strea...
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