Citywire Fintech forum
Rob Tedder, Client Cashflow Solutions Manager of i4C talks to Ian Horne at the Citywire Fintech Forum 2020 about how technology to support and automate your advice and service can deliver a better client experience.
We are entering a new era for adviser and wealth tech, and those who want to be at the cutting edge have real opportunities to achieve this. On one hand, it is becoming increasingly possible to increase efficiencies, lessen paperwork, and grow a business. On the other, we can focus on tech’s ability to lighten the load so we can spend more time in front of clients.
Cashflow modelling is increasingly seen as an essential part of the financial planning process. Bringing financial plans to life when used interactively with clients.
However, adapting to change in a coronavirus world has been difficult and technology should be at the forefront of enabling client relationships to be maintained and enhanced.
In the live demonstration below, Rob shows how i4C has helped users engage with clients and address some of the key issues faced including:
- The impact of black swan events on lifetime plans
- How protection is more important than ever to incorporate into a financial plan
- How technology can be used live, despite the covid restrictions.
- Business efficiency through an intuitive cashflow tool
If you would like to find out more about i4C, please give us a call on 020 3308 9448 or click here to start a free trial.
Let’s face it, the last year has had a huge impact on lifetime plans. The right technology can really help communicate what these changes means to clients and map out what happens if they change their course of action. Ian Horne of Citywire.