Global software provider of digital workspace technology SuiteBox has upgraded its software to allow for four-person meetings that, for the first time, enables the multi-party signing of documents in a secure cyber environment.
It fascinates me that in many industries and businesses, we seem to have forgot that the customer (those folk who buy and consume, pay bills and keep businesses afloat) are humans.
When did that undisputable fact get lost? We now have an entire industry of management consultants telling us that we need to reinvent our businesses using ‘human-centric design’, yet financial services practice doesn’t always follow that rhetoric.
The wealth landscape is changing quickly as new technologies are developed. Summarised here are the top advisory world technology trends for 2017 that will make life easier for you and help nurture and inform your relationships with clients.
Keeping up with technology’s rapid pace of change is challenging for any business, but selecting the right technology to implement can have an immense impact on the efficiency of a business, writes SuiteBox’s Ian Dunbar.
Where do you and your advisers find the time to do it all and monitor compliance, especially considering the vast area of risks you are exposed to?
My compliance manager, during one period when I was an adviser, was a lawyer. She used to say over a post audit coffee, “Andy, I love your files. They tell such a vivid and connected story of your client’s journey. I have a question though. When do you find the time?”.
The poor public perception of advice, despite the headlines, is not purely siloed to an impression of the institutional vertical advice businesses. While the headlines of 2016 have centered on the advice industry’s major players, it is the entire function of “advice” that has been called into question.
Who wants to be relevant? Ok, now really, who not only wants to be relevant to the “humans” you seek to provide your services to, but you are actually are prepared to do something about being relevant? You all still with me? Excellent!