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“Banks shift gears on technology spend” June 3, 2013

Posted by Meike Suggars in In the media.
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Meike was quoted today, 3/06/2013, in the Financial Standard in an article covering the use of technology in the delivery of financial advice.

“There is a role for large players and there is a role for smaller players in the industry, but in terms of providing scaled service and supporting advisers, you actually need to have a strong and robust infrastructure.”

Financial adviser Meike Suggars from Suggars & Associates says that she started using a tablet on December 2011 and has since then doubled the efforts to reduce paper in the office and work through online applications.

“I started in a paper-based business, but I soon wanted to use digital resources,” she says.

“Applications and technology are definitely improving the way we work today.”

 

Read full article here.

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