Back Office

• Using your CRM to better communicate with clients

  

  Sara Rowe, senior solutions consultant, IRESS looks at how to use a CRM system to make client communications more effective, particularly when addressing the majority of your client base 

• Technology profile: Nick Eatock, executive chairman, Intelliflo

  

  Rob Kingsbury spoke to Nick Eatock, executive chairman, Intelliflo, about how back-office technology is developing using gaming software and the technology company’s plans for overseas expansion

• Using technology for advice management

  

  Good advice management is like travelling with a suitcase, suggests Sara Rowe, senior solutions consultant, IRESS. She uses XPLAN’s functionality to illustrate her point

More Articles

• The importance of keeping track of your data

  

  As financial services businesses accrue more and more data, they need to scrutinise their data supply chain. Notably, as good data management leads to better business decisions

• Back-office insight: XPLAN, aligning your service and standards

  

  Sara Row, senior solutions consultant, IRESS, explores how the company’s XPLAN back-office and CRM system can help adviser firms with full client servicing cycle which is aligned with their service standards

• Warning for firms on security and procedures when taking data out of office

  

  Financial technology business IRESS is highlighting the need for adviser firms to check their information security procedures to avoid risks to their business and potential fines.

• The impact of artificial intelligence on financial advice

  

  Andrew Herberts, head of private client investment management at Thomas Miller Investment, comments on the impact of artificial intelligence on the financial services industry and who will be the industry winners.  

• A simple answer to improving pension transfer and re-reg times

  

  Good management information (MI) is key to improving the pensions transfer experience for adviser firms and end consumers

• Origo launches ‘Origo Connect’ competition on Twitter and LinkedIn

  

  Fintech company Origo is launching ‘Origo Connect’ a competition for platforms, providers and adviser back-office system suppliers, to highlight Origo’s Integration Hub

• Business news update

  

  Selected business and technology news in the advisory market

• First four companies live on Origo’s Integration Hub

  

  Four companies are live and using the Origo Integration Hub, the not-for-profit Fintech company has announced.

• What does it take to build a company like Selectapension?

  

  Rob Kingsbury talked to Selectapension’s Andy McCabe about ‘the 12 years of hard slog’ needed to get the company to where it is now

• Why we’ve launched the Integration Hub

  

  Imagine an environment where adviser firms can receive and transfer information between their chosen platforms and back-office software quickly and easily