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Five adviser tech innovations in lockdown -- News Post Image

Five adviser tech innovations in lockdown

"As dawn broke on the 17th March, we sent out the bat signal to the moneyinfo crew to implement our business continuity plan", writes Tessa Lee, MD of fintech moneyinfo in an article for financial planning today.

"I’ve been so impressed by how well Financial Planning firms have adapted. Within a few short weeks they had shifted the way they do business, adopting new technologies to help deliver the very best service to clients.

Five adviser tech innovationsMany of us held conference calls before lockdown, but now everyone switches on their video. We value the rapport we can build by face-to-face communication. Even if we can’t be in the same room, it’s good to see people’s reactions and expressions, and, if we’re lucky we get to say hello to their dog too!"

Here are five of the tech innovations we’ve seen; read the full article on FP today:

5 Adviser Tech Innovations in lockdown.



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