The ongoing proliferation of new technology over the last 10 years has changed consumer behaviours and expectations beyond recognition. Competition is fierce and consumers are more knowledgeable and ...
The legal sector stands at a pivotal moment. The pace of technological change is accelerating, cyber threats are becoming ...
The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...
When your clients have to look away from their smart phone to start their meeting with you, that is their way of sending you a clear message. Advisers who want to not just survive but thrive in 2016 ...
Nick Eatock, CEO of intelliflo, explores 2026 holds for the advice profession, including reflections on key lessons from 2025, the ongoing impact of Consumer Duty, expectations for technology adoption ...
Simon Roche, senior vice-president, division executive, head of Capital Markets Business Process Services, FIS: We lead with an intellectual property (IP) and technology-first approach, and then BPaaS ...
Technology is playing an increasing part in the advice process, but the story has largely been about helping advisers to run their business more efficiently, and enabling them to deal with less ...
Nearly a third of advice firms have adopted client facing apps which enable customers to engage with their financial plan “on the move”© luis gomes/Pexels Nine in 10 advice firms have taken on more ...
Technology is making it easier than ever for support workers to stay connected with their clients with community participation. Video calls, instant messaging, and remote health monitoring help ...
When you look at the power of today’s smartphones and cloud services, there are clear reasons to think thin clients may rise Earlier this week, I was at Dell’s analyst update on its thin client ...
OAC Technology serves businesses with cybersecurity, managed IT, network administration, and backup services, gaining regional recognition for its reliable service and client satisfaction. The company ...
Financial advice firms that fully harness technology outperform their peers across critical growth and efficiency metrics. This includes 119% more revenue, 105% more ongoing revenue, 86% more assets ...