From Toys to Tools: Technology's Effect on Client Communications

McCarthy, Ed
July 2000
Journal of Financial Planning;Jul2000, Vol. 13 Issue 7, p62
Academic Journal
Examines how financial planners are adopting technologies in communicating with their clients. Impact of e-mail on the contact-response cycle with clients; Concerns of planners on putting client portfolio reports on Web sites.


Related Articles

  • Chris Hannant: Regulatory notes.  // Money Marketing (Online Edition);6/21/2012, p28 

    In this article the author focuses on code of practice for Great Britain's enhanced transfer value market. The code states that no cash incentives should be offered and communication with members should be fair. It mentions that the news that advice is required in this area is good for financial...

  • An offer you can't refuse. McCarthy, Neil // Money Marketing;5/30/2013, p39 

    The article explores Quote+, which is a new universal application process for protection available for financial advisers. The process offers standardization of basic screening of applications to identify their particular needs as well as the ability to provide a price to a customer with...

  • Improve Efficiency by Increasing Adoption Rates. Skiles, Dan // Investment Advisor;Jan2016, Vol. 36 Issue 1, p42 

    The article discusses what advice firms need to do before buying new technology solutions in 2016. It is common to purchase new systems as part of the year's goals for one's firm from a technology perspective. However, advisors often miss opportunities to increase adoption among their clients...

  • Techno-Talk. Koreto, Richard J. // Financial Planning;Dec2001, Vol. 31 Issue 12, p73 

    Focuses on the role of technology in improving the way financial planners communicate with their clients. Connection of advice given by financial planners with technology; Information on instant messaging; Description of the IMlog 2000 technology from Zantaz.

  • Now, if you take our advice... TAYLOR, DAMON // Super Review;Jun2013, Vol. 26 Issue 6, p8 

    The article discusses the changes in the Australian agency Future of financial advice (FOFA). It mentions that the financial advice forms mainstream requirement is to operate the superannuation funds. It mentions that the financial service industry has become advanced in several areas including...

  • Communication centre. Reid, Robert // Money Marketing;2/16/2006, p40 

    The article focuses on the importance of communications between independent financial advisors and customers regarding the implementation of the Financial Services Act in Great Britain. Some analysts claimed that the said regulation will guide advisors to handle client money. There is also a...

  • Spot the difference with online leads. Rees, Justin // Mortgage Strategy;7/27/2009, p13 

    The article discusses the role played by online advisors in dealing with lead-buying colleagues concerning conversion rates in Great Britain. It states that buyers have doubt in trusting other leaders because they are also consumer who have expressed interest in financial product. Moreover,...

  • Digital is the future for advisers so get with IT. McKenna, Ian // Money Marketing;6/6/2013, p32 

    The article discusses the need for financial adviser firms in Great Britain to embrace technology as the country is predicted to increase its lead in electronic-commerce over the next three years. It argues that investment adviser businesses that are creating new ways to help customers gain a...

  • Making a connection. MCKENNA, IAN // Money Marketing;8/6/2015, Issue 1497, p40 

    The article offers tips and ideas for financial advisers on how to achieve a successful software selection process. Topics covered include the importance of reviewing the actual customer propositions to be offered, the need to conduct an analysis of the depth of platform provider and software...


Read the Article


Sign out of this library

Other Topics