Tech Bytes
00:01 | 25 Feb 2009
| By
Nick Eatock
An ASP system is not the same as a fully web-based system, writes Nick Eatock of Intelliflo.
00:01 | 11 Feb 2009
| By
Nick Eatock
In the past six months there has been a significant number of consolidators emerging in the advisory world, Nick Eatock on IntelliFlo.
00:01 | 04 Feb 2009
| By
David Child
In such harsh economic conditions it is imperative that advisory practices to use technology successfully throughout the business process, says David Child of 1st - The Exchange.
00:01 | 28 Jan 2009
| By
Ann Dempster
Key documents and facts about clients should be uploaded onto a proper database so that your business can work more efficiently, says Ann Dempster of Plum
00:01 | 21 Jan 2009
| By
Philip Calvert
How much of your 2009 marketing plan is devoted to your internet presence, asks Philip Calvert of IFA Life?
00:01 | 15 Jan 2009
| By
Richard Stanton
Improved mobile technology still lacks features that would truly enhance advisers' businesses, writes Richard Stanton of Capital Financial Software.
00:01 | 20 Nov 2008
| By
Paul Pettitt
The financial services industry has to continually adjust to the economic environment but one area that is ready for future growth is the ‘at retirement’ market, says Paul Pettitt of Origo.
00:01 | 06 Nov 2008
Increasingly consumers prefer to deal with financial professionals who can provide at least some services online, says Philip Calvert of IFA Life.
00:01 | 30 Oct 2008
| By
Joanne Maling
As the financial markets continue to fall you may well think there is nothing you can do. Surely we have some influence within our own companies and working practices or is it all now just out of our control?
00:01 | 23 Oct 2008
| By
Ann Dempster
Advisers need to ensure they spend more doing what they are best at: talking to clients and marketing the business.
00:01 | 16 Oct 2008
| By
Nick Eatock
One of the biggest technology news stories in the last few weeks has been the Beta release of Google’s own web browser, Chrome.
00:01 | 09 Oct 2008
Those who take time to review their current working practices during turbulent market conditions will emerge stronger, writes Joanne Maling of Capita Financial Software.
00:01 | 02 Oct 2008
| By
Ann Dempster
Many firms have a false sense of security when it comes to their back-up measures.
00:01 | 25 Sep 2008
| By
David Child
A glint of hope on the adviser horizon appears to be coming from the unabated appetite for annuities, equity release and retirement planning products and services, writes The Exchange's David Child.
00:01 | 18 Sep 2008
| By
Nick Eatock
Technology can help businesses to demonstrate and control their approach to treating customers fairly.
00:01 | 11 Sep 2008
| By
Philip Calvert
Philip Calvert of IFA Life looks at IFAs' attitude to the internet.
00:01 | 04 Sep 2008
| By
Ann Dempster
00:01 | 21 Aug 2008
| By
Adam Byford
00:01 | 14 Aug 2008
| By
Richard Stanton
00:01 | 07 Aug 2008
| By
Ann Dempster
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