The Financial Advice Efficiency Report 2023

Want to be a top-performing advice firm? Enter your details to download the 2023 Financial Advice Efficiency Report for insights on how to make it happen, including:

  • using technology to do more with less
  • finding time for the work that matters most
  • the value of communicating more often with your best clients
Download now
Iress insights

The most profitable firms use their software more often

When someone talks about technology, very rarely do they make the leap from software ‘users’ to software ‘super users’. But, when it comes to financial advice software, it’s true.

Guest contributor  |  4 min read
Iress insights

Double your profit by engaging with your clients more frequently

Practices communicating with their top clients more than 10 times per year achieve a 114% uplift in profitability.

Guest contributor  |  3 min read
Iress insights

84% of advice firms are running slow due to lack of automation

Automation - the process of introducing technology to take care of manual, repetitive tasks so real people can focus on more critical work - sometimes gets a bad wrap. Some argue that it puts people out of jobs, delivers a far inferior service and removes the opportunities for the magic of human interaction.

Guest contributor  |  3 min read

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