Related topic: Technology

Steppl enables advice firms to create configurable client journeys that improve the client experience and reduce administration.

iPipeline helps distributors, advisers, and financial institutions digitise and streamline business processes.

iamproperty's digital solutions support estate agents across the entire buying, selling and lettings process.

63% report that clients are independently using AI tools in relation to their financial advice.

The new partnership enables mortgage advisers to incorporate protection more seamlessly into the customer journey.

Once buyers discovered the property did not match the marketing images, 54% said they immediately ruled it out as a potential purchase.

Joe Aston, sales and commercial director at Aria Finance, says increasingly, the adviser’s role will be to interpret information, challenge misconceptions and apply professional...

The network has spent nine months configuring the CRM for its mortgage and financial advisers.

Project 28 brings together lenders, conveyancers, estate agents and technology providers around an ambition to reduce the time between sale agreed and exchange to 28 days.

QDEX CRM brings client and case management, mortgage sourcing, document management, workflow tools and compliance together within one connected platform.