The Future of Adviser Communications

New research released by Legado and FNZ, conducted by the lang cat, reveals that an exciting opportunity exists to redefine the client communication landscape among financial advisers and providers.

The report, which surveyed and interviewed over 160 adviser firms, found that the vast majority (88%) of UK financial advisers believe the industry is hindered by inadequate technology for communicating with clients and managing information, resulting in missed client opportunities.

The research underscores the critical need for a next-generation unified communication and interaction solution for financial advisers. By adopting such a solution, advisers can streamline their processes, reduce risks, and provide better service to their clients.

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