The concept of big data is nothing new and it has been discussed in the financial services space for many years, being poured over at conferences as banks and intermediaries alike have grappled with all of the data that they house, how they can monetise it and how they can use it to improve their businesses. But, practically, what does it mean for your financial advice business and how can back office technology help?

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Recently we have been out and about doing one of my favourite things; exhibiting at events. The reason it’s one of my favourite things is I always find these events so inspiring and motivating.

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By Jo Gilbey • 06-Dec-2016 14:33:43 • Tech/ Robo advice/ Financial adviser software

Nick Eatock, executive chairman at Intelliflo, was recently interviewed by Asset TV on the subject of automated, or robo, advice. The full version of the video is worth 36 CPD minutes and we have a highlight reel of the interview below:

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You’ve done the exams, you’ve set up a practice, you’re starting to attract clients; how can you fulfil your potential as a financial adviser?

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Having the right business management system in place to support your business is imperative. With everything moving online, advisers have the opportunity to run their business and advise their clients through cloud technology. The cost and time savings enable them to spend more time on their clients, reducing the burden of administration.

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E-advice, robo advice, automated advice; the pervasion of financial advice delivered through technology continues apace, although many financial advisers feel we are a way off the tipping point where the old practices of existing clients must be balanced with the new practices of potential clients.

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By Akeel Ahmed • 14-Aug-2015 08:15:00 • Financial adviser software


In a previous blog post called Is technology removing the need for face-to-face local advice?, Jo Gilbey posed the question around the digital revolution and what it can mean to financial firms and consumer engagement moving forward.

As we near the end of week two since launch of the new PFP application, I thought it would be worth sharing some data and insights as well as general feedback we have received from users of our iO Community. Clearly drawing conclusions from the sample size and time frame of 5 days is not something that would ‘stand up in court’, so please view these as preliminary findings.

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By Jo Gilbey • 18-Sep-2014 09:39:00 • Financial adviser software

When it came into force at the end of 2012, the retail distribution review (RDR) became among the biggest changes to ever hit the financial sector and financial advice. Implemented with the aim of increasing fairness and transparency in the investment industry, these new rules really have shaken things up for advisers.

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