Back Office Archives - Adviser Business Review

Cyber resilience within financial advice firms

ATEB Consulting’s Steve Bailey looks at ways financial advice firms can guard their businesses against cybercrime

Taking control of workflow

How can you use your back-office software to stop being a task slave and instead become a task master? Sara Rowe, senior solutions consultant, IRESS has some suggestions

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

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