Macro-technology changes including cloud adoption, data-driven insights, and AI and automation will all have a significant impact on financial planning and wealth management in the years to come. In order to remain competitive, firms will need to innovate and fully embrace digital transformation. Microsoft’s Dynamics 365, Azure and Office 365 have become the global standard that enables this change.

Microsoft and Time4Advice have teamed up to create a strategic relationship. We are one of just a handful of partners with whom they have chosen to work with, globally, in order to expand their strategic footprint in financial services, specifically UK financial advice and wealth management. It’s why they have agreed to co-fund the development of a version of CURO that can be deployed on Microsoft’s Power Platform. This development will enable firms to better analyse data, automate more processes, build their own solutions, and plug in to powerful artificial intelligence capability. Therefore, the strategic relationship between Time4Advice and Microsoft should not be underestimated. We believe firms that adopt CURO will be the firms that will become the true winners of the industry in the years to come.