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José Supico
Last summer, financial planner Pete Matthew took to Twitter to ask a fascinating question: “Why is there no fluid, extensible, mobile-friendly, connected client fact-find app in the UK financial services space?” At the time, it struck me as coming from a place partly of bemusement and partly of frustration. Pete reminded me that advisers must […]
Andre Costa
Financial advisers are swamped in paperwork and it’s just going to get worse. Last year, adviser Natalie Wright told Twitter that she’d filled out no less than 23 paper forms in just one day. In the same Twitter thread, adviser Paul Stocks said: “It certainly feels like there’s more paperwork now than ever … That’s […]
João Romão
Internet security has been at the top of the conversation ladder for the past year or so, due to major security breaches, particularly from big companies like Facebook. There are countless other reports of personal accounts being hacked or even credit card information being stolen online. However, there are ways to prevent that. In this […]
Rita Santos
In case you ever wondered what goes on during one of our product demos, this article will help you paint a detailed picture of the action. Today, I’m giving you some intel on how to get the most out of your Onboard tour. To start things off, you can easily book a product tour with […]
José Supico
It’s 2019. There are a few things guaranteed to happen in and around the next 12 months: pledges to lose weight, rising rail fares and a bit of paperwork and/or office spring cleaning. Another sure bet, a little later in the year, is having to pay ever more towards the Financial Services Compensation Scheme (FSCS) […]
Maria Marques
Let’s face it, 2018 was turbulent. With Britain on the verge of leaving the EU and much talk of General Elections and no confidence votes, you could forgive the average investor for feeling a little jittery. We spoke to four big names in the world of financial planning about what they wish for their clients […]
José Supico
Most aspects of modern life are focused on the “I” – whether it’s a star fund manager generating alpha, or a sales person clinching the final deal – and we often ignore all the other important people behind the scenes. In fact, aside from in sport, we rarely celebrate the whole team victory. But a […]
Andre Costa
Re-keying client data can often be one of the most dreaded tasks for a financial adviser. Spending hours, if not days, gathering and inputting information into one system, only to repeat the task every time you switch to using a third party – whether it be for online payments, risk profiling or cashflow modelling – […]
Maria Marques
Before smartphones or computers, people pretty much got their news and views from TV, radio or in newspapers. While those media still exist, things have clearly got way more complex in this more advanced, digital era. Companies increasingly need to serve their audiences in a whole array of ways in order to build brand recognition. […]
José Supico
Technology, for all its critics, has raised the bar in our everyday lives. We order Christmas presents on Amazon, we book an Uber at the end of the staff party and we watch Netflix on our Apple Macs. We want everything here and now, if not sooner. Including financial advice. So, are Millennials who get […]
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