Advisors Yet to Realize the Power of Technology
March 9, 2016 by Cyril Tuohy
Eighty percent of insurance and financial advisors have a website, but fewer than half of advisors surveyed said they use additional data storage and analytics technologies, a recent survey found.
The National Association of Insurance and Financial Advisors (NAIFA) survey reveals opportunities for advisors to expand technology adoptions to make their business more efficient. Technology is crucial for insurance agents competing with other advisors and financial planners for consumer assets.
At the moment, insurance and financial advisors appear to be more comfortable using technology to maintain a market presence — websites and social media, for example — than they are at conducting “deep-dive” analytics into client needs, NAIFA’s Technology Survey found. Click HERE to view article
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