What's on advisers' tech wish list this Christmas?

Improving digitalisation, integrating AI and compliance

clock • 4 min read

As we look ahead to 2025, it's clear that technology will remain a driving force in shaping the future of financial advice, writes Nick Eatock

Top tech gifts this Christmas include smartphones, wireless earbuds and digital cameras according to the Standard's 2024 list. But while advisers may well be hoping to find the latest gadget under the tree this year, priorities for their business look a little different. From our conversations with advice professionals, the top tech picks for firms might be improving digitalisation, integrating artificial intelligence (AI) effectively and implementing systems that support regulatory compliance.   1.      Improving digitalisation The trend towards digitalisation has been around fo...

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

Open arms or cautious welcome? Why AI in advice cannot be ignored

Open arms or cautious welcome? Why AI in advice cannot be ignored

'Putting aside the hype, AI is here to stay'

Jenny Thorpe
clock 25 March 2025 • 3 min read
'What about Maud?': When it comes to tech, don't underestimate older clients

'What about Maud?': When it comes to tech, don't underestimate older clients

Tech adoption among older people was accelerated by the pandemic

Rowan Whittington
clock 19 March 2025 • 4 min read
Better access to advice in a rapidly digitalising world

Better access to advice in a rapidly digitalising world

'Adviser tech has moved on in leaps and bounds this decade'

Chet Velani
clock 19 March 2025 • 4 min read