Apricity’s TALK ‘Reimagining financial advice for an ever-changing world’ with Christian Markwick, Head of Adviser Support at Apricity Compliance and Abraham Okusanya, CEO of Timeline and Betafolio took place on 21 October and was very well received. You can download the webinar here, or read the write up in Professional Adviser here.
A short excerpt is below:
“Client-facing technology is confusing and in need of more innovation, say advisers during a webinar hosted by Apricity.
The hour-long discussion on Friday (21 October),‘Reimagining financial advice for an ever-changing world’, featured Timeline and Betafolio founder and chief executive Abraham Okusanya who called the client’s experience of technology when using an adviser “just horrible”.
“My sense is that as an area that we are way, way behind as a profession, and indeed, as an industry, in terms of client experience is technology,” he said. “I really think that the state of technology in the delivery of advice hasn’t kept pace with the experience that clients have in other areas of their lives.” Continue reading