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Will advicetech ever work the way we really want?

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Monday 31st October 2022





Is advicetech getting any better at helping advice professionals deliver a great advice experience to clients? Or are we destined for a future in which we struggle to get platforms, services and software to work the way we really want?

That’s what platforms, pensions and investments consultancy, the lang cat, wondered. That’s why they spoke to paraplanners, advisers and administrators for their latest report – A Fragmented World – published late last month.

The report combines findings from in-depth interviews with nearly 40 financial planning firms with responses to a comprehensive online survey completed by scores of financial advice professionals.

But will the lang cat’s findings chime with your own day-to-day experience of advicetech?

To find out, watch the replay of this online Assembly where the lang cat’s insight director, Steve Nelson, shares what they learned – and what it means for paraplanners and your use of advicetech in future.

From now on, there’s no need to visit Crowdcast to save your spot at an online Assembly. Just tap ‘Book event’ and follow the step-by-step instructions.

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Steve Nelson
the lang cat

Steve is Insight Director at the lang cat, a platforms, pension and investment consultancy that specialises in making the complex simple.

Like so many others in Edinburgh, Steve fell into the industry by accident, having graduated with a Computer Science degree at Edinburgh University.

Some 20 or so years later, Steve is still making a career out of slightly above average writing, presentation and research skills, hoping that no-one will notice.

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Here are the slides that Steve shared on-screen during the Assembly

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