Advisers and purchasers are having to react to a courageous new world within the midst of the coronavirus pandemic. Whereas digital conferences are an apparent signal of how planning know-how is being remodeled, all the things from shopper portals to cashflow is coming beneath the highlight.
In right now’s episode of our daily podcast series on how Covid-19 will revolutionise monetary recommendation, Monetary Expertise Analysis Centre boss Ian McKenna speaks to Cash Advertising concerning the street forward for recommendation know-how.
Since recording, Unipass Mailock decreased the worth quoted within the podcast of £8.50 plus VAT monthly to supply it free for 60 days throughout Covid-19.
See www.advisersoftware.com for summaries of what observe administration methods can be found for planners working remotely.