Technology Review: Distribution - all wrapped up

Over the past few months we have visited 15 distribution firms to investigate their use of technology. The firms we have visited have had a variety of business models including small local firms, regionals, networks and service providers. They have included face-to-face advice models, call centres and multi-channel firms. The experience has been both enlightening and enjoyable, highlighting the ingenuity of financial distributors and the genuine benefits technology can provide. Put into Practice One area in which all of the firms were investing was Practice Management Software. The ...