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 email@example.com, or tweet us @moneyinfotech .
Thursday Oct 12, 2023
Thursday Oct 12, 2023
Matthew Clark gives an insight into the different opportunities that have arisen from the tools that financial technology has to offer on how to best serve clients looking to pass on their wealth. In this podcast episode, Matthew discusses the ways Old Mill have tackled challenges that come with intergenerational wealth planning, especially in the current fast changing landscape amplified by the impact of Covid and the rapid pace of developing technology.
Old Mill help clients all the way through their journey from wealth accumulation, to decumulation, and into the next generation. As technology has progressed, Old Mill have adapted their business processes to best service their clients in bringing the next generation along, and Matthew is here to give some great insights on the technology involved that is most suitable for the job.
Communicating regular touch points with clients, involving them through workflow processes, signing documents quickly and effortlessly are all processes that need to be made as efficiently as possible. Matthew discusses low hanging fruits that can be made to spend less time on bulky administrative tasks, and also offers insights on upping your client engagement, giving your business direction and increasing efficiency.
Do you think you’re a forward-thinking firm? Find out if you truly are with this podcast episode which serves as a checklist for financial firm members who want their business to prosper.
Matthew Clark, Operations Manager for Old Mill, is responsible for looking after adviser technology including the back office system, CRM, client portals, and all the processes that are involved. Louise Wallis, Head of Client Services at moneyinfo, spoke to Matthew for a quick chat on intergenerational wealth and how tech can help to smooth the transfer of wealth between generations.