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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 .
Episodes
Thursday Nov 10, 2022
Thursday Nov 10, 2022
The Consumer Duty All-Stars featuring moneyinfo, Money Alive, and Model Office
In this episode of the AdviserTech Unplugged podcast hosted by moneyinfo’s MD Tessa Lee, we were joined by guests Andy Kirby Director at Money Alive, and Chris Davies Founder of Model Office to discuss how their technology can support financial planning and wealth management firms to meet their Consumer Duty obligations.
To learn more from the presenters, register for AdviserTech Live 8: https://www.moneyinfo.com/events/advisertech-live-8
Chris Davies kicks off the episode by talking about Model Office, their RegTech platform that helps firms with three things; governance, risk, and compliance. They discuss how they help financial planners and advisers to benchmark themselves against all the rules and regs in one place. The AI driven dashboard then allow users to view where they believe they are, compared to where they actually are, automating the diagnostic phase where firms need to work out what they've already got, and what they need to do, and automating the gap analysis at audit stage.
Andy Kirby describes how Money Alive was established in 2018 to change the way financial professionals educate their clients, by creating a platform that empowers firms to engage their clients and prospects with interactive video experiences on financial services topics. Andy reinforces the fundamental point that Money Alive was created to address the statement 'does a client truly understand'? Andy describes how the individual evidence trail is produced at the client, adviser, and firm levels.
Tessa then explains how moneyinfo is a branded client portal and mobile app that helps firms to deliver game-changing client engagement for forward-thinking, ambitious firms, helping them to deliver their services digitally, improving their profitability, build client loyalty, increase efficiency, and deliver compliance confidence which is incredibly important when considering your consumer duty obligations.
Tess reminds listeners that the podcast episode is followed by our Consumer Duty event at AdviserTech Live in November 2022. Join us at this complimentary event to hear more from each of the presenters from moneyinfo, Model Office, and Money Alive, and take a look under the bonnet of each piece of tech in some live demos.
Register for AdviserTech Live 8 here: https://www.moneyinfo.com/events/advisertech-live-8
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