Technology

A hub of solutions, top tips, big reads, short stories and case studies to demystify sales and marketing optimisation.

Tech tools for start-ups: CMS

Tech tools for start-ups: CMS

This is the final article in our tech tools series, where we compare, contrast and recommend technology for all the major challenges faced by a business. In this article we compare content management systems and web hosting services and share our preferred choice....

Tech tools for start-ups: CRM

Tech tools for start-ups: CRM

This is the third article in our tech tools series, where we compare, contrast and recommend technology for all the major challenges faced by a business. In this article we review customer relationship management (CRM) tools and breakdown their strengths and...

Xplan explained

Xplan explained

What is Xplan? The Xplan platform is the backbone system for financial advice firms and insurance brokers. It has a comprehensive range of modules including compliance, advice, communications and customer management. For more information on their module offering, we...

Tech tools for start-ups: Data storage and documentation

Tech tools for start-ups: Data storage and documentation

This is the second article in our tech tools series, where we compare, contrast and recommend technology for all the major challenges faced by a business. In this article we look at how Google Workspace and Office 365 stack up as data storage and documentation...

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