ADVISER MATTERS
… with compliance services
It ’ s clear that the pandemic has really brought digital engagement to the forefront of our thoughts , with more and more advisers looking to attend events and to engage compliance services via this method . There is , of course , still a need for face-to-face events and compliance support and we will ensure we continue to offer the choice you have asked for when it comes to engaging our services .
What about clients ? Whilst virtual options are clearly growing in importance when it comes to engaging services , as advisers look to bring further efficiencies into their business , when it comes to client engagement , face-to-face is still key .
How clients prefer to engage
ITS CLEAR THAT THE PANDEMIC HAS REALLY BROUGH DIGITAL ENGAGEMENT TO THE FOREFRONT , WITH MORE AND MORE ADVISERS LOOKING TO ATTEND EVENTS AND TO ENGAGE COMPLIANCE SERVICES VIA THIS METHOD .
It ’ s clear to see that , as advisers concentrate on efficiencies and reducing some of their administrative burden , whilst further engaging clients , that technology will play a vital part in supporting the traditional advice model , including :
• Client portals
• Digital marketing
• Electronic signatures
• Video conferencing
• Advice systems
The future of our profession ? Well , the good news is that there seems to be a very positive outlook :
• Advisers are positive
• Advisers are looking to further engage clients and to grow their client banks
• More people are seeking advice
• Advisers want more efficiencies , and to reduce administrative burden
• Technology is helping to aid , not replace advice
… and , of course , they want to do this in a compliant manner ! And We are perfectly placed to help …
• Most comprehensive event programme of its kind , with a mix of physical and virtual formats
• Market leading end-to-end investment tool that is continually being developed and enhanced
• Virtual compliance visits and audits now run alongside physical , onsite meetings
• Enhanced training programme to help advisers enhance existing and develop new skills
• An enhanced marketing solution
• Further extended our outsourced solutions
If you would like to speak to us about how we can further support your business in 2022 , please get in touch with the Adviser Services Team on 01484 443445 or at adviserservices @ simplybiz . co . uk
8 | the adviser