TechnologyMay 28 2020

Guide to technology during the pandemic

pfs-logo
cisi-logo
CPD
Approx.60min
  • Describe some of the assistance technology can provide during lockdown
  • Explain the pitfalls of risk-profiling tools
  • Identify the FCA's attitude to electronic signatures

Guide to technology during the pandemic

  • Describe some of the assistance technology can provide during lockdown
  • Explain the pitfalls of risk-profiling tools
  • Identify the FCA's attitude to electronic signatures
pfs-logo
cisi-logo
CPD
Approx.60min
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Introduction

By Melanie Tringham
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The Covid-19 crisis has created many immediate problems for nearly everyone around the world, but for a large number, technology has stepped in and helped mitigate some of the worst.

Whether that be video conferencing family or clients, or finding imaginative ways to continue business as before, technology has been a lifeline for many.

For the advice sector, the migration to new technology as an integral part of one's business has been varied, but for those who have been in two minds about it, the current crisis has brought the issue front of mind.

There are many aspects to an adviser's business that can be enhanced by the adoption of technology, with or without the pandemic, whether that is bringing in new clients or using cloud computing.

This guide sets out some of the main areas affecting financial advisers right now, and is worth an indicative 60 minutes' CPD.

Melanie Tringham is features editor of Financial Adviser and FTAdviser

In this guide

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