The future for technology in advice

This article is part of
Guide to how advisers are using technology

Tony Bray, head of business development at threesixty services, suggests: “Firms need a better understanding [of] how technology can improve the experience of clients and staff. 

“It’s vital that small firms do not over engineer their technology proposition. They need to fully understand the current needs of their particular clients, and what the clients want in the future. 

“If they understand that, the choice of technology partners becomes so much simpler.”