Iress blog

coronavirus

6 ways to build engagement and community with your clients

Financial businesses are finding more human ways to bring clients in closer. It’s time to think ‘client communities’ - not just client books.

Sian Gulliver  |  5 min read
12 May 2020

coronavirus

How COVID-19 will permanently change working life

CTO Andrew Todd looks at the impact of coronavirus on how we all work.

Andrew Todd  |  5 min read
11 May 2020

coronavirus

Creating a successful digital advice model

How to automate, improve and digitise your way of working.

Emily Chen  |  9 min read
05 May 2020

Mortgages

If only we had a crystal ball

Steve Carruthers looks at what the UK mortgage space could look like beyond COVID-19.

Steve Carruthers  |  6 min read
04 May 2020

coronavirus

The top marketing strategies for financial advisers

We've got the insights into what works to help you get a post-COVID-19 plan in action.

Kate Atkinson  |  4 min read
29 April 2020

coronavirus

Leads in a time of coronavirus

Not a lot of advisers know this but there’s one thing you can do during lockdown to get more business and it couldn’t be simpler.

Kate Atkinson  |  4 min read
29 April 2020

People

Meet the team - Sally Padmore

Sally looks after our support team in the UK. She tells why adapting to emergency remote working is all in a day’s work.

Sian Gulliver  |  5 min read
29 April 2020

Mortgages

Now is the time to redefine client engagement

How the mortgage and protection industry adapts and responds to the coronavirus crisis will be key in gaining client trust, says our executive general manager, Dave Miller.

Dave Miller  |  4 min read
29 April 2020