The AdviserTech Show

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,...

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, ho...

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...

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 companie...

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 i...

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 wi...

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 ba...

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 te...

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 i...

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.

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. 

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.

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.

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...

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...

In the next episode of  AdviserTech Unplugged , moneyinfo's Lou Wallis speaks to Chris Baigent-Reed, Founder and Director of Jigsaw Tree. Chris discusses the do's and don'ts of changing CRM providers and the important factors to consider when doing so. 

In the next episode of  AdviserTech Unplugged , moneyinfo's Tess Lee speaks to Abbie Knight.  Abbie discusses the importance of a content marketing strategy to help financial advisers to stand out in the crowd and creating a brand personality in order to build relationships and trust with clients. 

In the next episode of AdviserTech Unplugged , moneyinfo's Martha Bowen speaks to Anna Plotnek from PLOTT Creative.  Anna chats about the importance of branding within the financial sector, why it's important for financial advisers and wealth managers to get their branding right, and how it can help you stand out in the crowd. 

In the first episode of AdviserTech Unplugged , moneyinfo's Lou Wallis speaks to Cheryl Frazer from Ovation Finance Ltd. Cheryl chats about their first year of using moneyinfo, discussing their implementation journey in-house and with clients, how their processes and communication have been streamlined by fully utlising their branded portal and app.