How can consumers use technology to manage their finances?

clock

Last week, AT8 hosted a Technology Roundtable sponsored by Sammedia, on the use of technology by consumers to manage their finances.

There can be little doubt now about the appeal of the internet to consumers. Many people, young and old, use it for entertainment, managing their social lives, research, and of course shopping. Does its utility however spread to financial services? There seems to be considerable evidence of consumers’ desire for this to happen. According to Google, queries on terms related to financial advice and IFAs specifically have grown substantially over the past two years as the recession has sent the public seeking professional help with their finances. Searches on the financial personality Ma...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Ammonite co-founder says AI suitability report tool could 'triple' adviser capacity

Ammonite co-founder says AI suitability report tool could 'triple' adviser capacity

Planbot launched by former adviser duo

Jen Frost
clock 26 February 2026 • 3 min read
Anthropic's latest AI plug in could 'trigger golden age of digital advice'

Anthropic's latest AI plug in could 'trigger golden age of digital advice'

AI firm launched wealth management plug in in US adviser space

Jenna Brown
clock 26 February 2026 • 2 min read
Adviser AI usage more than doubles in last year

Adviser AI usage more than doubles in last year

Rises from 29% to 60%, SOTAN findings reveal

Isabel Baxter
clock 25 February 2026 • 3 min read