Technology and Systems
CRMs, sourcing systems, cashflow tools, AI and the wider adviser tech stack.
- Discussion prompt
Where is AI genuinely saving advisers time?
There is no shortage of marketing about AI in financial services. The more useful question is where it is actually saving advisers time in their week, and where it is only shifting effort around. A…
Technology & AIOfficial ContributorUnanswered — be the first - Discussion prompt
What have you learnt from a system migration?
Changing a back-office or CRM system is one of the more disruptive things a small advice firm can do, and the difficulty is usually in the data rather than the software. This matters because a…
Technology & AIOfficial ContributorUnanswered — be the first - Discussion prompt
Which adviser technology integrations are still missing?
The adviser technology stack is more connected than it was a decade ago, but the gaps that remain often cause the most friction — the small unfinished bridges between two systems that both hold the…
Technology & AIOfficial ContributorUnanswered — be the first - Discussion prompt
Which CRM improvements would make the biggest difference?
CRM systems in financial advice remain a common source of frustration. Most were built for a different generation of workflow and now sit at the centre of every regulatory, service and commercial…
Technology & AIOfficial ContributorUnanswered — be the first - Discussion prompt
What do small advice firms actually do about cyber security?
Advice firms hold concentrated personal and financial data, often with a small team and no dedicated IT function. The practical security position varies widely between firms of similar size. This…
Technology & AIOfficial ContributorUnanswered — be the first - Discussion prompt
What governance do AI meeting notes actually need?
AI meeting-note tools have spread through advice firms faster than the policies covering them. Recording a client meeting, processing it through a third party and storing the output raises questions…
Technology & AIOfficial ContributorUnanswered — be the first
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