On Demand: Tech that connects - How your adviser tech stack will make or break the client experience
Is your technology helping or hindering your client relationships?
Recent studies show financial advisers lose up to 20% of their productive time switching between systems. Meanwhile, 80% of clients would consider switching advisers due to poor digital experience. The message is clear: seamless integration isn’t just about efficiency—it’s about survival.
Hours wasted in inefficient systems is time lost with clients. Join David Scholes, Head of Sales at FE fundinfo, to discover how leading financial advisers are transforming fragmented systems into seamless client experiences.
In this recording, we also provide demonstrations where attendees will learn how stronger integration through the adviser tech stack turns compliance challenges into opportunities and leverages data for deeper client relationships.
This is not just another tech talk – it's your roadmap to efficiency and growth for your practice.
What you'll take away:
- Strategies for delivering a seamless digital client experience
- Methods to transform the client onboarding process
- How to leverage integrated data to generate more cashflows and stronger client relationships
Demo: We showcase how FE CashCalc's enhanced client portal seamlessly integrates with your existing systems, websites and CRM.
Expert speakers:
- David Scholes - Head of New Business, FE fundinfo