Abstract
Overview
Introduction
Survey based brief examining the opinion of financial advisors regarding
changes that are occuring in their use and the availability of technology
Scope
- Survey across 100 advisors revealing their attitudes towards current and
future developments in technology
- In-depth analysis of the impact of technology on the efficiency of IFA
business and the varying levels of acceptance within the industry
- Identification of key issues crucial to the industry and forecasts for the
future uptake of technology among the IFA industry
Report Highlights
This report identifies and analyses key issues relating to IFAs use of
technology including online presence, investment, attitudes toward both the
customer and provider interface, and forecasts of future technological usage.
In a rapidly changing climate an understanding of these issues is vital for
successful transition into a new era.
Reasons to Purchase
- Identify market opportunities by discovering which areas IFAs are most
happy with technology, and where they are dragging their heels
- Identify the key concerns and fears IFAs have regarding technology, and
use them to your advantage
- Ascertain future trends in order to increase awareness and direct your
business towards the most profitable areas of IFA technology
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