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The monthly podcast brought to you by moneyinfo, the client portal & mobile app supplier for financial advisers and wealth managers. The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space. If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .
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Thursday Jun 09, 2022
Thursday Jun 09, 2022
Join us for the next installment of the AdviserTech Unplugged podcast to hear Dr Emma Black, CEO at Cascade Cash Management talk about the journey she’s been on to gain insight into the financial wellbeing of consumers, and how Cascade Cash Management is in a unique position to create technology and financial products that deliver the desired outcomes for end users to help them meet objectives, hosted by our MD Tessa Lee.
Emma discusses the idea that there is a gap in the market for clients that are left to ‘shop around’ ranges of financial products and services with little or no guidance, and how an Amazon / Apple style marketplace that is very much focused on consumer needs, giving access to the whole of market, is still missing. Emma suggests there is a big opportunity for innovators to come forward and build solutions to overcome these challenges.
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