Author Archives: Nick Berry

And so, the end is near…

Posted on Thursday, 17th November, 2011 by Mark Loosmore

It has been a momentous week for the AT8 team leading up to this, our last AT8 blog (the 257th!!).
On Monday, as most of our readers will know, we announced the AT8 team will be joining

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AT8 to form nucleus of IRESS Wealth Management in UK

Posted on Monday, 14th November, 2011 by Nigel Smith

Having set up AT8 some five and a half years ago, the directors have enjoyed immensely the activities that we have undertaken since that time.  We have been privileged to work on some great projects with great clients, partners and…

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Looking into the Crystal Ball

Posted on Friday, 11th November, 2011 by Mark Loosmore

Today I was asked by a client to state where I think the market for Financial Services Software will be by the end of 2012.   While such predictions are normally reserved for our new year blogs, I thought it might…

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An educated client

Posted on Thursday, 3rd November, 2011 by Nigel Smith

Earlier this week, something caught our corporate eye that we thought interesting.
Martyn Lewis, founder of MoneySavingExpert, has collected over 100,000 signatures in a petition to make financial education a compulsory subject in schools – see his e-petition page

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Pen and ink being replaced byte by byte…

Posted on Thursday, 27th October, 2011 by Mark Loosmore

Over the last few weeks my colleagues have discussed their views on the use of technology by Advisers, particularly focused on the collection of data.  In these blogs and the surrounding discussions it became clear that there is a conflict…

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Technology – help or hindrance?

Posted on Thursday, 20th October, 2011 by Mark Thelwell

Picking up on the blog last week by my colleague, Nigel Smith, I thought I would add some recent experiences and thoughts.
I have written in the past about my own financial adviser and shared that he doesn’t use any…

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Eating your own dog food

Posted on Thursday, 13th October, 2011 by Nigel Smith

The title of this blog is often used by our esteemed colleague, Mr Mark Thelwell, to describe the process of ‘practicing what you preach’.
This week, I was excited to be able to see first hand the processes of a…

Posted in Blog, eCommerce Views, Sales Management, Technology | 5 Comments

A tweet from the heart

Posted on Thursday, 6th October, 2011 by Mark Loosmore

As my colleagues at AT8 will testify, I love Twitter and have had great fun with it over the past few years.  While I confess it is the enjoyment that drives my use of Twitter the business benefits are increasingly…

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E-quotations keep growing– but only just!

Posted on Thursday, 29th September, 2011 by Mark Thelwell

AT8 Group has just completed its 2011 survey of the Activity on the Quotation and Transaction Portals.
The future role of the Portals has been challenged by many in the industry as more and more Distributor firms turn to Platforms…

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One day, it’ll be all like this

Posted on Thursday, 22nd September, 2011 by Nigel Smith

I was talking to the ‘old’ Mark the other day and we were discussing how much we hate paper.
One of the great innovations that has recently been launched is British Airways’ iPhone app that allows you to check-in and…

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