Why UK advisers must embrace tech to supercharge protection product sales
Emma Vaughan
Head of Protection and Health Solutions
Financial advice is evolving fast, and technology is now at the heart of that shift. Across the sector, advisers are changing how they work- but when it comes to selling protection products in the UK, there’ s still huge untapped potential. By helping advisers work smarter and connect better with clients, tech isn’ t just useful- it’ s essential.
Addressing challenges in the protection market
The UK protection market is experiencing growing complexities. Increasing regulatory demands, evolving customer expectations, and heightened competition all contribute to a challenging landscape for advisers. Customers now expect streamlined, digital experiences akin to those offered in other sectors, and advisers must meet these expectations without sacrificing the quality of advice.
Traditional methods of selling protection products often involve time-intensive manual processes, which can lead to inefficiencies and delays. Additionally, many of our advisers speak of the challenges they face in demonstrating the long-term value of protection products to clients. Technology can bridge these gaps, offering solutions that enhance both the client and adviser experience.
Enhancing the advice process through technology
Adopting technology allows advisers to transform how they deliver advice, making the process more efficient, personalised, and transparent.
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