Discover how adviser tech firms are supporting advice businesses and their staff to work and service clients remotely with innovative tools in the threesixty Adviser Tech webinar series.

We are hopefully through the darkest days of the lockdown and our thoughts are turning to how we might return to the office.  

It’s time to stop and think … Do we really want everything to go back to the way it was? Spending so much time travelling (mostly in traffic jams or crowded commuter trains) and printing and posting forests of paper.

There are opportunities to utilise the new technologies we’ve been forced to use - video conferencing, document sharing, e-signatures etc so that when lives returns to normal, the ‘new normal’ becomes the default way of working and face to face is reserved for when it will really add value.

As an example, just think of the removal of any geographical limits to your business - if you can see anyone from anywhere, pretty much anytime.

Our industry is full of technical innovation. In these deliberately short video sessions - we’ve put threesixty Services put together seven of the best technologies so you can get a flavour of what they do and how they might fit with your post-Covid, post-lockdown business strategy.

There’s no doubt the last few months have been an eye-opener. We think the next twelve could be equally challenging. Take this opportunity to see the best of what’s available to help ensure you emerge from the lockdown stronger, leaner, and fitter.

Learn how technology can help in one of the tech webinars:

moneyinfo: Stop emailing and communicate

i4C: Cashflow modelling: Providing clarity in uncertain times

SPRINT: Fastrak - enabling Advisers to conduct reviews remotely

AdvisorStream: Your client communication strategy during the lockdowns and beyond

Intelliflo: Top tools to stay connected with your clients

IRESS: Keeping connected - our businesses, remote but not apart

Watermark: Document management - things to consider