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Introduction | Where to start | Essentials | Case study: Azqore | Conclusion | Checklist | Further reading


A new breed of client is about to wreak havoc with the professional services sector which, up until recently, was still relatively immune to the forces of digital disruption.

Millennials, many of whom make their living in the tech sector, are now asking themselves why their professional advisers – from lawyers, accountants, bankers through to wealth managers – are seemingly stuck in ‘analogue’ mode.

Given the technology we now have at our finger tips, they are right to query why an annual financial audit should take four months to complete. It certainly does not need to involve so many highly educated, highly paid accountants to pore over spreadsheets and check reconciliations.