Nick Eatock, Intelliflo’s executive chairman, was recently interviewed by Asset TV about the far-reaching consequences of technology in financial services and, more specifically, financial advice.
In it, Nick discusses the fundamental difference technology is making to the time, client numbers and revenue that advice firms are realising with technology adoption, along with the improved client journey and the future proofing of business.
The video is worth 35 CPD minutes and you can watch it below – you will need to be registered with Asset TV, which is free and can be done by registering with your email address or your LinkedIn account.
If you would like any information about the technology solutions and the statistics discussed in the video, please visit our eAdviser page.
