At our 2018 Change the Game conferences, Nick Eatock introduced the eAdviser Index and why it can play an important role in financial advice firms realising their potential. You can watch his presentation here and learn more about why Intelliflo has launched the eAdviser Index.
Introducing the eAdviser Index, Nick Eatock looks at why we’ve launched the eAdviser Index and how firms can use their score and the insight offered by the report to drive improvement, efficiencies, automation and profit through their business.
This infographic highlights the key findings of our eAdviser Index. Our analysis identified four very distinct groups; explorers, adopters, embracers and champions. Find out which group has the highest AUA per adviser, generates the most revenue or advises the highest number of clients.
The Intelliflo eAdviser Index offers UK financial advice firms tangible insight into their adoption of technology and how this can boost their revenue. The paper explains how the scores are calculated and offers insights into how the UK advice industry is performing in relation to its adoption of technology.
Read Ian McKenna’s article written for Corporate Adviser magazine earlier this year asking ‘Which kind of adviser are you?’ In the article, he reviews the Intelliflo eAdviser Index and suggests the study provides a valuable business case for more investment in technology and the benefits it can bring to the advice process.
Our white paper, with input from Standards International, Circadian and Jigsaw Tree, explores how all firms can offer 3D advice with attention on defining your business processes, digitising your practice and data management in order to grow your client bank and increase the revenue that you generate.
Messer & Matthews is our champion eAdviser firm, having registered extraordinary results across the board with its technology adoption and realising business metrics that show what is possible through technology adoption. A one-adviser firm, you can learn about its journey here.
TFA is one of our top performing eAdviser firms, having embraced technology across the firm and realised hugely impressive business metrics. TFA is a 25+ adviser firm and has put technology at the core of its client proposition, meaning that its advisers can deliver the service its clients need.
