The shift to remote working and the increasing adoption of digital financial solutions due to COVID-19 have opened up a new opportunity for challengers to enter the market and disrupt the sector. This is why it’s more important than ever for Wealth Managers to adopt new technologies and speed up the process to remain competitive in the new digital age.
Are client fee agreements and consent forms slowing your business down? These processes are dated, lengthy and significantly reduce efficiency. We can help you digitise these processes creating a far better experience for your customers and at the same time, boost your business. Ascot Lloyd has implemented iPipeline’s AlphaTrust software to help its advisers create a better and more streamlined client journey amid the restrictions imposed by the COVID-19 pandemic. Watch the short video below on how we’ve helped them digitise their manual processes:
Alan Martin, Head of Commercial Strategy at Ascot Lloyd tells us about his experience using AlphaTrust.
We would love to show you AlphaTrust in detail and give you a personal demo. Our friendly team will be more than happy to show you our solution live.