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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 Apr 07, 2022
Thursday Apr 07, 2022
Join us for the next installment of the AdviserTech Unplugged #podcast to hear Tim Walton, Aviva's Platform and Fintech Integration Manager discuss how firms can help to support their clients in an ever changing industry with market leading technology, hosted by our MD Tessa Lee.
“We need to encourage advice firms to engage more with technology to understand the value of the data they have access to”.
Tim discusses the best ways to maximise adoption with new financial services technology, how to overcome barriers which may cause integration issues, and how services from different providers can be integrated to maximise operational efficiencies for advice firms.
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