The coronavirus pandemic, and the subsequent lockdown, has seen advisers work from home in huge numbers.
This means video calls, e-signatures, electronic documents and online portals are in the ascendancy. But do adviser firms have their technology up to scratch? And what needs to be done to turn this temporary lockdown into a permanent tech revolution that benefits all parties? What are the regulatory implications of using technology to provide advice?
SimplyBiz Group PLC (LON:SBIZ) provides compliance support and business consultancy services to financial services, legal and workplace benefits professionals in the United Kingdom.