When implemented well, a centralised investment proposition (CIP) can deliver consistency of advice, a more efficient business operating model and, most importantly, superior client outcomes.
Nick Eatock, Intelliflo’s CEO and executive chairman, took part in Asset TV's Akademia Short video about technology's growing influence on the advice industry. In it, Nick answers 4 questions relating to the importance of using technology in the advice industry, the acceleration of the use of technology during the coronavirus crisis, the evolution of technology and changes to advisory firms behaviour due to Covid-19.
Intelliflo research finds that managing the wellbeing of staff while working from home has been a major challenge for advice firms since the coronavirus outbreak. As homeworking continues for many normally office-based staff, how can we provide support to employees and maintain motivation remotely?
The global spread of COVID-19 has required people to work from home for an indeterminate amount of time. We have had to figure out when to work, where to work, and how to create boundaries between work and personal life. Here are our 10 tips for leading a better and more productive remote-working life, based on Intelliflo staff’s experiences:
There have been numerous regulation changes in recent years working in favour of cashflow modelling. It is becoming ever more important to focus clients on long-term holistic planning, rather than the short-term investment management. Planners are now viewed as ‘life coaches’. They can have a direct impact on a client’s lifestyle over the long term. Not just investment managers who focus on the short-term gains or losses.
How you handle and process client data can make or break your firm. Get it right and you can improve your fact finding efficiency, streamline your advice process and improve the overall productivity of your firm.
An eye-watering three trillion pounds is lost globally to fraud each year, accounting for 7% of organisations’ annual expenditure. It’s perhaps then no surprise to learn that Money Laundering techniques evolve at a worrying rate, and as such, regulations and directives designed to prevent them must follow suit.