Sponsored Partner Content from intelliflo:
intelliflo’s 2024 market-wide advice efficiency survey found that over-reliance on manual processes and lack of integration and digitalisation are creating unnecessary errors and extra work for advice professionals. With more firms than ever reassessing their technology to help reduce paper and remove friction, we’ve put together the features we think are crucial for a future-proofed tech stack, writes Johann Koch, Chief Sales Officer, UK & Australia, intelliflo.
Johann Koch of intelliflo