Training for the future business.(influence of technology on financial services)

Financial Adviser, November, 2007 by Creamer, Paul

Q. I am keen to ensure that we are making the most of our back-office system, particularly as we often get upgrades with new functionality added. What is the best way for us to find out which new services will most benefit our firm and most importantly, get training on how to use them?

A. As technology continues to progress, neglecting the adequate training to 'keep up' with it can prove a costly mistake. Many firms do not even realise that certain functionalities already exist within their current system and make the unfortunate mistake to go and purchase expensive add-on's - ...