How technology is putting time back into the advice process

What would you do with more time?

clock • 3 min read

An analysis of how businesses use Intelliflo's systems suggests revenue booked per adviser increases exponentially with the adoption of technology - and the simple driver of this, writes Nick Eatock, is time

What would you do with more time? It is a very personal question but one on which everyone will have an opinion. More time with the family, more time spent on your business, more time on the golf course - more time is something we could all use. Creating more time in your working life opens up opportunities for financial advisers. Technology has been at the forefront of transforming how we work, with correspondence sent in an instant, remote log-ins making travel a viable working opportunity and a stream of new avenues for reaching out to clients and prospects. The majority of firms u...

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

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
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