Technology and Systems
CRMs, sourcing systems, cashflow tools, AI and the wider adviser tech stack.
- AFUnanswered
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 m…
Adviser Forum member0replies0views0likes 1 month ago0001 month ago - AFUnanswered
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 migr…
Adviser Forum member0replies0views0likes 4 weeks ago0004 weeks ago - AFUnanswered
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 question…
Adviser Forum member0replies0views0likes 1 month ago0001 month ago - AFUnanswered
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…
Adviser Forum member0replies0views0likes 4 weeks ago0004 weeks ago - AFUnanswered
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 p…
Adviser Forum member0replies0views0likes 4 weeks ago0004 weeks ago