Related topic: Technology

Financial advice firms fully embracing technology generated per adviser 119% more recurring revenue, 105% more revenue, and serviced 39% more clients than their low adoption peers.

Those using OPDA’s data standards for digital property packs have seen the time reduced from mortgage offer to exchange within 15 days.  

David Wressell, senior manager at Twenty7tec, explores how advisers can utilise data-led working practices to identify trends, prepare for interest rate and product rate changes, and...

The Air App will deliver lender and product rate notifications as well as market insight videos from industry experts.

New Consumer Duty dashboards and an enhanced Health Fact Find have launched as part of the updates.

Accredited status confirms a member’s commitment to OPDA’s core principles.

The new tools aim to help brokers win more business and convert more leads.

The move will see brokers initially served by a voice activated digital assistant when calling up the lender.

The short-term property lender aims to improve service levels for brokers and borrowers with the new desktop valuation tool.

The new site offers a centralised hub for accessing essential tools, documents, and business intelligence.