Clients don't know their 'IFA' spam filters are on

clock

In the world of communications it has been proven the text message is the first to be responded to, followed by email. Most people expect a response from an email within two working days.  

Email is now viewed as a legal form of communication and therefore it is important to respond to them even if it is just an acknowledgement of receipt. However, this technology is letting some of the IFA industry down and it may be you! As we have discovered, more and more of the internet service providers have put on in the last month additional spam filters on email systems with the word(s) ‘Financial’ in. Clients have not been informed of this addition. So whilst you think you have given a prompt and efficient service to your client’s, please check, because some are not receiving them...

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

Advisers call for enhanced compliance processes to use AI

Advisers call for enhanced compliance processes to use AI

AI ‘firmly embedded’ into advice journey but ‘more work needs to be done’

Isabel Baxter
clock 12 November 2024 • 2 min read
PFS Conference 2024: 'Augmented advice' will give clients best of both worlds

PFS Conference 2024: 'Augmented advice' will give clients best of both worlds

Advisers can scale-up by embracing technology

Jenna Brown
clock 12 November 2024 • 2 min read
Close Brothers partners with technology firm SEI for platform offering

Close Brothers partners with technology firm SEI for platform offering

Several CBAM employees to join SEI’s operations as part of agreement

Isabel Baxter
clock 07 November 2024 • 1 min read