It takes two: Dancing the adviser/client technology tango

It takes two: Dancing the adviser/client technology tango

clock • 4 min read

Axa Wealth's Martyn Harrison examines the risks associated with using disjointed technology systems throughout the advice process.

When we order a new car, we expect it to be of the same quality and look exactly like those in the showroom. And when it arrives, it should match precisely the specification we asked for. A key element in the manufacture is having a well-defined process where all members of the team understand - and know - the part they play in delivering on customers' expectations. For products, this seems obvious: a ‘standard' is worked from but then extras such as leather seats, paintwork and wheels are added on. Does this apply to services, where each client may have particular issues that need to...

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

AI 'trust gap' causing uptake of robo-advisers to remain limited

AI 'trust gap' causing uptake of robo-advisers to remain limited

Clients still lack trust in the technology, Avaloq finds

Isabel Baxter
clock 20 November 2024 • 2 min read
Advice firms only spending 35% of time on client meetings

Advice firms only spending 35% of time on client meetings

Spending more time on business, compliance and staff development

Isabel Baxter
clock 18 November 2024 • 2 min read
PFS Conference 2024: AI should augment not replace human element in advice

PFS Conference 2024: AI should augment not replace human element in advice

Firms that adopt technology to save time will improve client experience

Jenna Brown
clock 14 November 2024 • 2 min read