Technology 'way, way behind' in terms of client experience

The hour-long discussion on Friday (21 October),‘Reimagining financial advice for an ever-changing world', featured Timeline and Betafolio founder and chief executive Abraham Okusanya who called the client's experience of technology when using an adviser "just horrible". "My sense is that as an area that we are way, way behind as a profession, and indeed, as an industry, in terms of client experience is technology," he said. "I really think that the state of technology in the delivery of advice hasn't kept pace with the experience that clients have in other areas of their lives." Echo...