Are you an IFA company using Adviser Office as your back office system?

How you can bring cost-effective, time-saving innovation to your IFA business model and back office system, to continue to stay relevant and competitive – including Adviser Office users – to enhance digital capabilities and overall customer experience: “The wealth management industry is faced with challenges such as intense competition, fee compression, stricter regulations, and evolving…

Building blocks of good Tech for the financial services and wealth management sector

A global Financial Services Technology leader says that “Technology is becoming a transforming agent for the financial services and wealth management industry”, and a fellow expert states that “Digital and technology should be at the heart of operation models.“   But what about financial services companies, and their customers, who aren’t yet quite ready to…