To kick off the week on AdviserSoftware.com, we looked at how BrokerIQ is supporting brokers’ interactions with their clients.
BrokerIQ is a Customer Engagement platform built specifically for mortgage and insurance brokers to communicate, share and upload documents, automate various processes and engage with clients.
Users of AdviserSoftware.com can access our comprehensive analysis here. You can also view our research of other client portals by clicking here if you’re curious about other client-facing solutions.
On Thursday we looked back at our June AdviceTech Forum. With the help of our knowledgeable panellists, Jane Hodges, Money Honey Financial Planning and Setul Mehta, The Openwork Partnership, we explored “Advisers Going Digital“
During the session we asked advisers if they intended to digitsie more of their business within the next 2 years and 100% said yes. We also asked what advisers felt were the main barrier they faced when looking at digitisation. 61% of our attendees said it was the lack of cohesion between systems and 31% said it was poor data quality.
If you missed the session, don’t worry, the full audio recording and transcript can be found here.
Last but not least, there is still time to register for our AdviceTech Forum in July, where we will be discussing Integrations and, in particular:
- What innovations are we likely to see in the next year?
- What big initiatives do platforms, providers and tech vendors have on their agenda?
- What are their biggest challenges and how are they addressing them?
For more details and to reserve your space, please click here.