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Five ways in which smart tech will help financial advisers



The pace at which technology is changing the way we live our lives is continually accelerating. For financial advisers, embracing this tech is essential to offer the kind of services demanded by people who conduct their lives on the go. Here are some of the ways in which technology is revolutionising financial advice.

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Improved efficiency, better service

Financial advisers can only engage with a certain number of clients in any given day. Software for IFAs can now personalise every type of interaction with clients, from emails to text messaging, providing a better quality of contact between face-to-face discussions. Online tools that enable clients to administer to their own accounts or even perform some basic transactions put the client in control and free up time for advisers.

Digital advice

Commonly known as robo-advice and aimed at customers with less than £100,000, investment portfolios are suggested based on the risk …

Financial News

Meet Your Financial Obligations with A Gold Loan!

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Are you searching the market for a loan with a low-interest rate that you can avail to meet sudden and immediate expenses? Look into the gold loan as this offers immediate money to meet such financial needs, while the monthly repayment amount will be very less. It does not require much time to avail it as it is processed very quickly, so that you can get the money needed in the shortest possible time to meet the expenses.

 

How to Get A Gold Loan?

Availing a gold loan can be quick, taking only a few simple steps. First, visit the lender and ask for a gold loan application form. Fill the form with details accurately and then submit it to the lender along with requisite documents and photos. The gold that is going to be pledged should be shown to the lender, which will be evaluated to ascertain the …

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Need to Compare Mobile for Payment Processing?

Apple Pay is a type of mobile payment

 

Mobile phone users are expected to climb to nearly 5 billion by 2020. It’s no surprise that mobile payments will continue to grow among consumers. Are you interested in merchant services and need to compare mobile and traditional payments? Just read this article and you’ll know how you can do this.

Mobile Payments in the UK

The payments industry is growing with incredible advances. It’s made payment processing easier than ever before. You can find merchant processing devices in almost every industry. However, this doesn’t mean businesses should completely forget about other options.

The OEM Pays dominates the mobile payments field in the UK. In-store mobile payments accounted for £975m in 2017. This was an increase of 328{71195d179bd11ae4566371d1fa73c27ae7416757fca7a92f2f4aa3ab4cf9637b} within one year.

According to Worldpay, retailers received 126m transactions via smartphones in 2017. The spending record of £975m accounts for a year-on-year growth of 328{71195d179bd11ae4566371d1fa73c27ae7416757fca7a92f2f4aa3ab4cf9637b} for mobile payments in Britain.

Based …

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5 Financial Strategy Tips

This year, resolve to take control of your business finances and use them to help you get what you want out of the new year. Below are five financial strategy tips to help your organization prepare for the new year.

Take a Look at Your Financial Forecast

If you only choose to do one thing on this list, pick this one. Financial forecasts are not only a detailed roadmap for how to get from where you are to where you want to be–it also helps minimize wasted time and resources, and makes it a heck of a lot easier to make financial decisions. If you haven’t dived into your financial forecast lately, then now is the time. Dig it out and see how you’re progressing toward your goals. Make adjustments based on your current trajectory and call in an expert if you don’t feel like getting into the weeds. One …

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Optimize Your Website

Holistic health practitioners, who make up the bulk of my PR clients, love to spread the word of healing, by educating people. This caring tendency often leads to websites that are packed with way too much information — making it difficult to navigate the website or even figure out what exactly the practitioner does. Here are a few tips to ensure that your website is performing optimally.

Get clear on your brand, message, and target audience.

You need to be rock solid in this foundation before attempting to communicate about your work. Who are you, what do you do, why do you do it, whom do you serve, how do you serve them…These are some of the fundamental questions you must answer for yourself, before you have any business writing website copy.

Have two calls to action, highly visible on the home page.

What is most important to you …