The AdviserTech Show

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?

Ep 9: Engage, Educate, Empower - the secret to adviser content marketing

In the next episode of AdviserTech Unplugged, moneyinfo's Martha Bowen speaks with Rebecca McMurry, Manager of Enterprise at AdvisorStream.

Martha and Rebecca discuss the secrets to effective content marketing by keeping your digital presence front of mind and keeping content regularly flowing in order to build trust and credibility with clients and prospects.

Ep8: What it means to be ”data driven”

In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks with Carla Langley from Progeny Group. 

Carla discusses what it means to be "data driven". Instead of making assumptions about your business and clients, it's important to start to place business decisions, strategy, and output on real, tangible data. 

Ep7: How NextGen Planners are supporting a movement of new-age firms

In the next episode of AdviserTech Unplugged, moneyinfo's Sim Sangha speaks with Rohan Sivajoti, Founder of NextGen Planners.

Rohan and Sim chat about how NextGen is supporting a movement of new-age firms to put the client at the centre of the advice process.

Ep6: The future of IFAs and DFMs

In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks Robert Clark from RC Brown Investment Management.

In this episode, Robert discusses the future of IFAs and DFMs and how technology can help firms to streamline workflow processes, and drive efficiencies through their business.

Bonus Ep: Technology through the eyes of a Gen Z

In this bonus episode of AdviserTech Unplugged, moneyinfo’s Martha Bowen speaks to Sophie Cons, a second year University of Nottingham student.

Sophie discusses the importance technology holds in her everyday life, from university to communicating with friends, and how the use of technology differs across generations. Sophie chats to us about financial management amongst students, her thoughts on a world without technology, and what the future might hold!

Ep5: How technology is reshaping financial services in a post-pandemic world with Ian Horne

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.