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Advisers recognise clients’ expectations of technology

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Ross Laurie, CEO, Visible Capital, heralds a warning to adviser businesses to take a leap forward in automating their processes in order to improve their client service proposition in these days of ‘uberisation’

There’s no doubt our lives have been rapidly digitised under lockdown. In the course of a run of the mill day, we regularly leap between a dozen or more different platforms to conduct our work and social lives. These days, for many of us, a working from home day may very well have been going something like this …

Full article here: https://ifamagazine.com/article/advisers-recognise-clients-expectations-of-technology/

by Sue Whitbread

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