How to get the best tech solutions for your business
Each month, we ' ll bring you an in-depth focus on one of the many amazing tech solutions that being a member of Simplybiz, Compliance First or SIFA gives you access to.
Our tech team are always on hand to help you to create a new strategy, building upon collaboration and innovation within the sector to create an approach that’ s right for you and your clients.
What we ' ll do:
• Integration and adoption: We’ ll work with you to help build a‘ platform’ – ensuring, where possible, that all tools align and integrate. We’ ll also support adoption and ongoing training where needed.
• An inventory of current tools: We will gain an understanding of your current software solutions and evaluate their performance.
• Costs vs. benefits: We’ ll help you to determine whether current platforms provide value for money and compare alternatives.
• Check for compliance updates: We will ensure all tools align with the latest financial regulations and cybersecurity standards.
• Expert opinion: We’ ll give you access to systems and compliance specialists to identify gaps or vulnerabilities.
GET IN TOUCH
Below is a snapshot of the tech solutions we provide and how they fit into the advice process
CRM |
Client portals |
Compliance |
Learning platform |
Advisory firms
Advising clients Product sourcing
Marketing & communications
14 | The Adviser Online