What to consider when choosing technology for your brokerage

Read more: Digital communication: what adviser clients do and don’t want

“Now is definitely the opportunity to introduce new technology into your advice business,” Greenslade said.

“It’s clear from all the global research reports that clients are now more comfortable with having a digital interface as far as advice. They’re more comfortable with things like Zoom and Teams, but clients also want more information quicker and cheaper. The only way we can effectively do that is to introduce some form of technology.”

“Whatever technology you use, you should have some sort of process that you go through in order to select it,” he explained.

“We recently released some guidance notes around the various steps you can consider when selecting technology, and you can think about it in three different areas. The first one is of course paramount, and that’s around your…

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