Adviser IQ is integrating L&G’s Ignite sourcing platform, allowing advisers to access sourcing tools through an AI-powered CRM without re-keying case information or moving between separate logins. The development points to a more connected advice workflow, with client data flowing into research and sourcing processes.
For advisers, the opportunity is to reduce administration and create a clearer audit trail from fact-find to product research. AI and automation should support, not replace, professional judgement: firms should retain oversight of data quality, suitability, product selection and the reasons recorded for recommendations.
- Review data-sharing permissions and accuracy controls.
- Check that automated workflows preserve a robust compliance record.
- Test whether time saved is being reinvested in client conversations and case quality.