The AdviserTech Show

Ep 19: Onboarding clients from the get-go feat. Anna Wren, Administration Manager at Motus

This episode of AdviserTech Unplugged features Anna Wren, Administration Manager at Motus Financial Planning. Anna discusses how Motus have approached integrating moneyinfo into their business, and how she has implemented new ways of working into their everyday processes to bring Motus closer than ever to their clients. Motus provides financial planning services to a wide range of professional clients including lawyers, accountants, bankers, architects, and media professionals. They pride themselves on delivering a personal service and engaging with clients in conversation to understand how to make their money work for them as an individual.

“If a client has messaged us before they start work, I now have the flexibility to go back to them straight away.” The moneyinfo app has enabled both Motus staff and clients to adapt to new ways of working for the better! “The bulk of our client communication is now done through Motus Money. We’ve even integrated workflows and had them custom built for us; the main workflow we use is for our annual review process.” Anna chats with our host Lou Wallis, Support and Adoption Manager at moneyinfo, and explains how a few small changes can add up to make a big difference in improving the client experience.

Ep 18: Saving 100 business days per year - feat. Dominika Sieradzka-MacCuirc, Founder of RIE Solutions

In this episode of AdviserTech Unplugged, Dominika Sieradzka-MacCuirc, Founder of RIE Solutions, shares some key improvements wealth managers can take to make the most of their time and resources. “It’s all about the quick wins”, Dominika discusses the small changes you can take to make a big difference to operational efficiencies in your business. RIE Solutions offer practice management support, operational advice, and mentorship to practice / operations managers at SME financial planning firms.

Constantly checking emails, inefficient management of simple tasks which could be automated, and not using the available technology to manage tasks more efficiently. These are all examples that Dominika discusses with Lou Wallis, our Support and Adoption Manager at moneyinfo, with eye-opening statistics and insights for us all to reflect on the critical actions we can take to make the most use of the amount of time we have. Make sure you listen all the way to the end to hear Dominika’s top tips!

Learn more on the RIE Solutions website here: https://rie.solutions/

Ep 17: The BIG Opportunity for Innovators feat. Dr Emma Black from Cascade Cash Management

Join us for the next installment of the AdviserTech Unplugged podcast to hear Dr Emma Black, CEO at Cascade Cash Management talk about the journey she’s been on to gain insight into the financial wellbeing of consumers, and how Cascade Cash Management is in a unique position to create technology and financial products that deliver the desired outcomes for end users to help them meet objectives, hosted by our MD Tessa Lee.

Emma discusses the idea that there is a gap in the market for clients that are left to ‘shop around’ ranges of financial products and services with little or no guidance, and how an Amazon / Apple style marketplace that is very much focused on consumer needs, giving access to the whole of market, is still missing. Emma suggests there is a big opportunity for innovators to come forward and build solutions to overcome these challenges.

Ep 16: Talking Tech with Tim Walton, Aviva’s Platform and Fintech Integration Manager

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.

Ep 15: Supporting the Trailblazers with Lewis Hamm from O-IM

In this episode of AdviserTech Unplugged, Chief Executive of O-IM, Lewis Hamm chats to our host Sim Sangha about the benefits of working with an investment manager that exists for you. Lewis chats about the importance of detailed security analysis in developing high quality portfolios and creating portfolios with specific objectives like SRI or AIM IHT.

Lewis explains how well researched companies form an integral part of their portfolio construction, and how that creates a wider choice for advisers. Lewis dives into the value proposition of an investment manager and how they can provide value for advisers and their clients. 

Lewis talks about what their ideal client looks like, fellow trailblazers! People who are frustrated with their current provider and the complexity of the market where O-IM can partner with and support for the benefit of the end client.

Tune in here:

Ep 14: If you build it, they will come...

In the next episode of AdviserTech Unplugged, Founder of Octo Members wealth management community, Lee Robertson chats to our host Sim Sangha about his reasons for creating an online community for advisers to share ideas and experiences.

Lee explains why it is so important for advisers to develop relationships with their industry peers, test ideas, challenge each other, and learn collaboratively in a safe collegial space.

Lee chats about his career, the Octo community, lessons learned, and the massive value of mentors and mentees.

Ep 13: Helping firms move to a 9 day working fortnight

In this episode, Operations Director Susan Lafferty from Lomond Wealth chats to our host Lou Wallis about what appealed to them most about moneyinfo when they decided to partner with us.

Susan discusses how Lomond Wealth clients have very successfully made the transition from email to in-app communications.

Susan explains that having a digital service channel that allows them to stay in contact with clients remotely has given Lomond Wealth the confidence as a business to move to a 9-day working fortnight without having to worry about how they can continue to offer an exceptional client experience.

Ep 12: GIRL POWER! Meet the ladies that make moneyinfo great

GIRL POWER! Discover what makes the female members of the moneyinfo crew tick. Hear more about what it's like to work in a fast-growing fintech firm, and learn about what motivates us to work hard to deliver an exceptional client experience, alongside our industry leading client portal technology.

Discover how different career paths have led members of our team to join moneyinfo from a range of backgrounds, what their average day can look like, and what they love most about being part of the moneyinfo crew!

Ep11: Becoming a tech company in the finance world

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.

 

Ep10: The future of advice technologies

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. 

 

We expect efficiencies in technology in everyday life, so why can’t we demand more from inside the financial services industry?