Paul Stokes, Managing Director of PFM, Talks About CURO

  • by Time4Advice on
PFM Financial Planning Talk About CURO

Paul Stokes, Managing Director of PFM Associates, a leading Chartered Financial Planning firm, talks about the transformational benefits CURO has delivered to his business. In this interview, Paul talks about the importance of Microsoft Dynamics, CURO’s underlying platform, and the part that played in his decision to move from his old technology system. He goes on to talk about the rapidly changing financial planning landscape and why it is so important for advice firms to choose a technology system that helps them keep pace with change and that future-proofs them against being left behind and stuck using out-of-date systems. 

Please note, this interview was conducted following all social distancing guidelines.
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