Paul Pettitt, managing director of Origo, explains the basics of electronic servicing.
A vast amount of money has been invested in eCommerce in recent years; a trend that is set to continue apace in the financial services industry. With the RDR fast approaching and the current financial climate in recovery, eCommerce can help advisers better demonstrate their value while driving down business processing costs. It is more important than ever for adviser firms to make better use of the increasingly wide-ranging eServices available. It is not surprising advisers may be confused thanks to the increasing array of eServices on offer through various back office systems, wrap plat...
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