Showing True Potential

We use the term ‘practice management’ to describe the various systems that would typically be referred to as back-office or point-of-sale (POS), or customer relationship management (CRM). The term is used more routinely in Australia where solutions are more holistic, and we are seeing more of those in the UK moving in this direction. So, we will be covering systems that support financial distributors in both the front- and back-office. We will look at packaged solutions and those that allow bespoke work to get the system tailored to the distributor’s exact business processes. We will con...