Posts tagged as:

back office

Best advice software

by Richard Allum on 2 May 2008

Vince Smith-Hughes is the National Pensions Manager at AIG Life and considers the impact on the advice process of product research and best advice software.
The number of best advice systems has increased considerably over recent years.
By referring to an independent system, a whole of market adviser can demonstrate to their clients that they have [...]

{ 0 comments }

Back office systems

by Richard Allum on 29 April 2008

Anyone who knows me will tell you that I like IT and so I have taken a keen interest in the development of ‘back office, and CRM systems for advisers.    The March 2008 edition of Money Management has a 5-page feature by Geordie Clarke on adviser back office systems entitled “CRM of the crop” (you [...]

{ 0 comments }