The technologies speeding up the new client process

This article is part of
Guide to technology during the pandemic

As lockdown and social distancing measures continue to reshape society, advisers will have to adapt and adopt new technologies and new ways of working. Fortunately, the options are plentiful.

Nick Reeve is a freelance journalist

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Guide to technology during the pandemic

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Approx.60min

The technologies speeding up the new client process
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Moving to electronic signatures

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The technologies speeding up the new client process

Also in this guide

Guide to technology during the pandemic

Dynamic Planner partners with Salesforce

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Over 70% of financial advice on social media is misleading

'AI could mean advisers can take on 500 clients'

Dynamic Planner teams up with Adviser Cloud

'Fine balance' when passing tech costs to clients

Also in this guide

Guide to technology during the pandemic

More on Technology

Dynamic Planner partners with Salesforce

Nearly 70% of employees would use AI to detect non-financial misconduct

Over 70% of financial advice on social media is misleading

'AI could mean advisers can take on 500 clients'

Dynamic Planner teams up with Adviser Cloud

'Fine balance' when passing tech costs to clients