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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
Wednesday Dec 15, 2021
Wednesday Dec 15, 2021
In the next episode of AdviserTech Unplugged, moneyinfo's Head of Marketing, Oliver Jenkins speaks with Peter Calvert, CTO of the Verve Group.
Peter and Oliver discuss how Verve Group has grown from an outsourced paraplanning service to a fully-fledged tech company. They chat about how Peter is helping with the transition for Verve from a financial services firm offering tech solutions, to a tech company offering financial services solutions.
Peter talks about his experiences of working in the retail and B2C space, and how he's rapidly scaling a technology team around him to help deliver more efficient data-driven technology services for Verve Group clients and members which have the client at the heart of the service.
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