Adviser Office chief 1st to see big picture
The managing director of a leading insurance IT provider has said that the industry needs to develop...
The managing director of a leading insurance IT provider has said that the industry needs to develop a more holistic approach to its clients if it is to prosper.
Rory Curran of 1st Software, which supplies integrated technology solutions for financial advisers and mortgage intermediaries, said that non-life intermediaries could learn a lesson from their independent financial adviser counterparts, who are seeking to build lifetime relationships with their clients through big-picture service
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