Broker technology goes under the microscope

The Adviser’s Broker Software & Technology Report will provide key insights into the benefits and pitfalls of evolving technologies for brokers.

The survey is open now and will examine how technology is transforming the way brokers do business or whether it is merely helping them work faster.

The last two years have provided some interesting results and, unsurprisingly, a year-on-year rise in the use and importance of broker software and technology.

In 2013, 72 per cent of brokers felt that their software platform increased the profitability of their business, with this figure rising to 82 per cent in 2014.

Social media use for business jumped from 54 per cent to 65 per cent during the same period.

There was also a rise in brokers who felt that social media had improved their bottom line, from 18 per cent to 26 per cent.

Brokers who compete the brief survey will be in with a chance to win a bottle of Penfolds Grange. Entries close on Monday, so click here to take part.

If you want to learn all there is to know about digital marketing for brokers, check out The Adviser’s Digital Marketing Boot Camp.

Written by Reporter

Last Updated: 09 March 2022

Published: 11 June 2015