View more on these topics

Ian McKenna: Gadget of the Fortnight

Another string to Evernote’s bow

McKenna-Ian-MM-2014-700.jpg

Evernote is one of the most popular apps ever, with large numbers of people using it to organise day-to-day activity. The company has recently released a further free app, Evernote Scannable, to complement it. It enables smartphone users to take pictures of any document and save it electronically. For example, you can scan a business card from which it will create an email you can send to yourself with the information in .vcf format, which can be imported to your contact folder. There are standalone apps that can do this but having it integrated with Evernote will appeal to regular users.

For client documents, a good practice management system should really include this sort of functionality integrated with secure messaging so they can be captured using smartphones and sent to the firm’s records without ever passing over the internet.

Ian McKenna is director of Finance & Technology Research Centre

Recommended

Toxic-Waste-Hazard-Harazdous-Danger-700.png
4

Clients need to be told IP is not ‘toxic product’

Advisers and providers have admitted more work needs to be done to prevent income protection being tarred with its “toxic” association with payment protection insurance. In a meeting held by the All-Party Parliamentary Group for insurance and financial services last week, chairman Jonathan Evans said income protection suffers from being confused with PPI. He said: […]

Devey_Rob_Towry_2015

Towry to launch simplified advice service

Towry is set to launch a telephone and online advice service in the coming months, Money Marketing can reveal. Speaking to Money Marketing, Towry chief executive Rob Devey says the firm is in the process of building a team to deliver simplified advice. As part of Towry’s acquisition of the advice arm of Baker Tilly, […]

Job-Interview-Business-Finance-Meeting-700.jpg
2

MM leader: Is the next wave of clients young and female?

Nothing divides a room quite like the differences between men and women. Throw discussions about money into the mix, and it makes for at best an awkward conversation, or at worst, an abundance of gender stereotypes and prejudices. A body of evidence is building which suggests women are set to take over from men in […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com