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

Utilities might be the next AI play for patient investors

Utilities might be the next AI play for patient investors

‘It’s less flashy than the tech sector’

Ian Aylward
clock 04 November 2026 • 3 min read
Openwork to build AI into latest technology suite with AdvisoryAI link-up

Openwork to build AI into latest technology suite with AdvisoryAI link-up

Advisers will be able to use meeting notes assistant Evie

Isabel Baxter
clock 04 November 2026 • 2 min read
Openwork targets 60 minutes per client savings through technology suite roll out

Openwork targets 60 minutes per client savings through technology suite roll out

Built on Plannr and Seccl

Jen Frost
clock 03 November 2026 • 2 min read