#Future of Broking

Fact Find Automation: Why Are Brokers Still Manually Entering Client Data?

Most brokers still re-key client documents into the fact find by hand. We look at the three reasons why, and what automation changes.

Rasha from Effi · 19 August 2026 · 3 min read

• #Fact Find
• #Broker Productivity
• #Future of Broking