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1 in 3 financial advisers believe they could take on 20+ more clients if their systems were fully integrated - IFA Magazine
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1 in 3 financial advisers believe they could take on 20+ more clients if their systems were fully integrated - IFA Magazine
FE fundinfo, the leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, has revealed nearly a third of financial advisers believe they could serve 20 or more additional clients if their systems were fully integrated. Many advisors are spending significant periods of time on manual tasks and administrative processes, diverting valuable time away from revenue-driving activities such as building …
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