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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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Wednesday Sep 15, 2021
Wednesday Sep 15, 2021
In the next episode of AdviserTech Unplugged, moneyinfo's Tess Lee speaks to Ian Horne, Head of Audience Development at CityWire.
Ian discusses the influence technology holds within financial services and how this has been amplified since the beginning of the pandemic. Ian discusses the importance of adopting a hybrid approach to advice to meet the needs of their client demographic and optimise their process efficiencies.
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