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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
Dec 3, 2021
Dec 3, 2021
28 min
In the next episode of AdviserTech Unplugged, moneyinfo's Tess Lee speaks with Dan Marsh, Head of Customer at Seccl.
Dan and Tess discuss how past technology systems have been built on the assumption that the world is not going to change but moving forward, technology providers will sort themselves into 2 groups; those who are adapting, and those who have pivoted into a future where the adviser in control.
Dan and Tess discuss how past technology systems have been built on the assumption that the world is not going to change but moving forward, technology providers will sort themselves into 2 groups; those who are adapting, and those who have pivoted into a future where the adviser in control.
We expect efficiencies in technology in everyday life, so why can’t we demand more from inside the financial services industry?
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