Back Office

• 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.  

More Articles

• 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

• Why I’m excited about IntelliFlo’s API

  

  Gareth Thompson, MD of codepotato, reviews IntelliFlo’s soon-to-be-launched API and suggests 4 simple ways adviser firms could use it

• Equilibrium’s formula for annual targets, branding and client retention

  

  Gaynor Rigby talks about Equilibrium’s annual targets, why the firm changed its branding and back-office software and how it maintains a 99% client retention rate

• New fee and commission data management service launched

  

  IFA Dataflow launches fee and commission management service enabling conversion and manipulation of statements, compatible with back-office systems

• Don’t be seduced by technology’s sizzle

  

  There’s no point introducing whizz-bang technology if you haven’t got your data sorted – that is the road to client dissatisfaction