Adviser technologyJan 10 2025

Is your client data helping or hindering clients’ engagement with your firm?

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Is your client data helping or hindering clients’ engagement with your firm? — © (Pressmaster/Envato)86 per cent of UK adults use a form of online or remote banking.

Richard Wake

With today’s 24/7, on-demand technology, clients are increasingly seeking more frequent interaction with their finances digitally, alongside face-to-face contact with their adviser at an annual meeting.

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Is your client data helping or hindering clients’ engagement with your firm?

Read the full story with a free account

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