A lack of integration has yet again been highlighted as a major cause of inefficiency, continuing its trend as an ever-present pain point which is arguably forcing financial advisers to re-consider the technology they currently use. But IMO financial advisers should have the freedom to adopt best of breed technology without restriction or compromise. And the decision to use technology which is right for them shouldn't come with an inefficiency trade-off. Integrating intelliflo with ZeroKey and providing the option to move client data from A to B without any manual data entry is an important step towards unlocking greater efficiencies – which intelliflo's inaugural 'advice efficiency survey' identifies: https://lnkd.in/eNNFfuHJ Here's a quick clip of what we've built so far ⤵️
Great advice!
Skiing, Sunbathing or Flying
7moAnother survey has identified that advisers want better integration from their software. It’s been the same for several years and multiple different surveys The challenge for current software providers, and I was acutely aware of it at CashCalc, is that they are so focussed on building their own offering, that it’s difficult to coordinate all other software providers linking up. From what I can see, the main focus of Zerokey is to connect the various providers together. So there is not a ‘core product’ they are providing and as a side benefit, they try and help everything to integrate. But rather their core offering IS to help everything to integrate It’s simple but genius too Its fabulous to see someone is finally going to fix the issue!