“Planners trust their technology providers to help them improve the quality of their advice delivery, and providers can do more to satisfy their high expectations,” said Investment Trends research director Recep Peker.
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Advisers uncertain on tech despite COVID gains
Advisers have “significantly expanded” their use of online meetings, digital signature tools and social media management systems since the start of the COVID-19 lockdown – but a third of advisers do not believe their platform and planning software help them demonstrate value to clients, while 38 per cent do not believe they help boost efficiency.
