Digital Transformation - A meeting of minds over the importance of data.

  • by Time4Advice on
Digital transformation - finacial planning and wealth management

We’ve kicked off a series of discussions with advice firms, product providers and service providers about digital transformation. Today, we hosted Stephanie Hydon and Paul Yates from iPipeline. Stephanie and Paul shared their thoughts on the subject and gave us a sneak preview into some of the innovative applications and services they’ve developed to help advice firms identify more opportunities to advise on insurance and protection.

They also shared how they’ve digitalised the entire quote to sign-up process and the business efficiencies firms can gain from it.

Data - the need to create a single-point-of-truth

Digital transformation means different things to different firms. However, data quality and the need to create a single-point-of-truth is the common denominator that underpins all digital transformation journeys. In our recent blog ‘Why data has become a firm’s most valuable asset’ we set out practical steps advice firms should take to implement a solid data collection and management strategy.

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