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Financial Advisors and Technology
Datamonitor, Nov 2006, Pages: 95


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Survey based brief examining the opinion of financial advisors regarding changes that are occurring in their use and the availability of technology

Scope of this title:
- Survey across 100 advisors revealing their attitudes towards current and future developments in technology
- In-depth analysis of the impact of technology on the efficiency of IFA business and the varying levels of acceptance within the industry
- Identification of key issues crucial to the industry and forecasts for the future uptake of technology among the IFA industry

Highlights of this title:
This report identifies and analyses key issues relating to IFAs use of technology including online presence, investment, attitudes toward both the customer and provider interface, and forecasts of future technological usage. In a rapidly changing climate an understanding of these issues is vital for successful transition into a new era.

Reasons to order your copy:
- Identify market opportunities by discovering which areas IFAs are most happy with technology, and where they are dragging their heels
- Identify the key concerns and fears IFAs have regarding technology, and use them to your advantage
- Ascertain future trends in order to increase awareness and direct your business towards the most profitable areas of IFA technology



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