The AdviserTech Show

In this episode of Beyond the Capital, host Hilary Smyth-Allen explores how psychology can shape better decision-making and leadership in high-pressure environments. She’s joined by Amira Norris, Financial Services Consultant and Co-Founder of The Mentor Standard, and Julie Goddard, Leadership Coach, Business Psychologist, and Founder of The Success Architect. Together, they delve into how trust, clarity, and confidence influence the way we lead, communicate, and navigate uncertainty in a fast-changing financial landscape. The conversation looks at why clarity matters more than confidence, how imposter syndrome became a myth, and the hidden cost of doing nothing when tough decisions need to be made. Amira and Julie also discuss the power of micro-mentoring, how to build trust within teams, and why technology’s pace, from automation to AI, makes reflective leadership more vital than ever. From regulation to resilience, this is an honest and practical discussion on how women in finance can lead with authenticity, make better decisions under pressure, and find confidence through action, not perfection. This series is brought to you by Moneyinfo, the client portal and app built for wealth managers, and Jigsaw Tree, specialists in helping firms streamline their systems and processes. In partnership with SuperTech, powering the next generation of professional services.

In this episode of Beyond the Capital, host Hilary Smith is joined by Kim Jenkins, Chief Operating Officer at fintech start-up Good Afternoon, and Liz Basten, Founder of marketing agency Kiss My Brand. Together, they explore how women in finance and fintech can take control of their visibility, build confidence, and create a personal brand that opens doors. The discussion dives into the realities of navigating male-dominated boardrooms, balancing career ambitions with personal responsibilities, and finding your voice in an industry that’s still evolving. Kim and Liz share honest reflections from their own journeys – from fighting for visibility and overcoming self-doubt to the power of community, mentorship, and authenticity. They also explore how artificial intelligence is reshaping the workplace, why it presents new opportunities for women, and how embracing digital tools can help you define your professional identity and future-proof your career. Packed with insight, humour and lived experience, this conversation highlights the importance of visibility, confidence, and connection in helping women thrive, not just survive, in financial services. This series is brought to you by Moneyinfo, the client portal and app built for wealth managers, and Jigsaw Tree, specialists in helping firms streamline their systems and processes. In partnership with SuperTech, powering the next generation of professional services.

Tessa Lee, Managing Director at Moneyinfo, and Gemma Lounge, Director of Operations at Jigsaw Tree. Together they share how the Women in Finance Collective was founded and why it is already becoming a vital community for women working in finance and fintech across the Midlands. The discussion looks at the reality of being a woman in financial services, where many still find themselves as the only female in the room. Tessa and Gemma reflect on their own career journeys and the challenges they have faced, including underrepresentation in leadership, the confidence gap and the persistence of imposter syndrome. They also highlight the positive changes they are seeing, with more women stepping into project management, client services and technology roles, and the way a strong local network can accelerate this progress. The Women in Finance Collective was created to give women a safe and supportive space to share experiences, learn from one another and build the confidence to pursue leadership opportunities. Tessa and Gemma explain how the group meets quarterly in Birmingham, bringing together women from across the region to connect, hear from inspiring speakers and take away practical advice to support both their personal and professional growth. They also consider the bigger picture, exploring why financial services has been slow to change and why raising awareness earlier in schools and colleges is essential to show young women the wide range of career pathways available. This is an open and inspiring conversation about the need for greater diversity in leadership, the opportunities technology is creating, and the importance of collective action in driving meaningful change. Tune in to hear how the Women in Finance Collective is helping women across the Midlands to build confidence, grow their networks and shape the future of finance. This series is brought to you by Moneyinfo, the client portal and app built for wealth managers, and Jigsaw Tree, specialists in helping firms streamline their systems and processes, in partnership with SuperTech, powering the next generation of professional services.

In this episode of The AdviserTech Show, Tessa Lee, Managing Director of moneyinfo, sits down with Gary Shepherd, Business Development Director at Sprint, to take a fascinating deep dive into over 50 years of experience they have both amassed in financial services and adviser technology. Gary reminisces the highlights of his career journey, from driving around with a full tower PC, to falling off a chair at a trade show and the opportunity that happened soon after it. Gary’s career has spanned from being an appointed rep at Norwich Union, to becoming an Independent Financial Adviser (IFA), all the way to his current role at Sprint. “Surely somebody else is already doing that, right?” This was Gary Shepherd’s initial reaction to hearing the concept of Fastrak by Sprint Enterprise, for the very first time. Gary then explains the initial first steps of how Sprint was conceived as a business, and briefly describes how the software works. Sprint’s motive was to address the growing need for better data management and reporting solutions in the financial advisory industry. Gary highlights how advisers are looking for more control over their client experience. Platforms like Sprint are enabling advisers to make better use of their data, whether that's through improved reporting, better client communications, or seamless integrations.  Between the two of them, Tessa and Gary have seen it all. They even remark on the earlier days of the industry before web-based applications, where they would often travel around the country using a CD-ROM to install desk-based software for advisers! There’s also plenty of industry insight about the future of adviser technology, and Gary offers some great advice for advisers looking to streamline their tech stacks. Tune in to this episode to hear Gary’s journey and learn how Sprint is helping advisers move towards a data-driven future.

In this episode of The AdviserTech Show, Tessa Lee, Managing Director of moneyinfo, engages in a fascinating conversation with Oliver and Katherine, co-founders of Six Degrees, about rethinking the wealth conversation. Discover how their unique blend of financial expertise and personal philosophy sets Six Degrees apart in the financial advisory landscape. Oliver and Katherine discuss how wealth management isn't just about the numbers—it's about connecting wealth with purpose. They share how tapping into both the emotional (right-brain) and logical (left-brain) aspects of wealth unlocks a deeper, more meaningful client experience. With a focus on understanding clients' values, purpose, and family dynamics, Six Degrees takes a fresh approach to wealth management, aiming to foster stronger intergenerational connections. Tessa delves into the Six Degrees philosophy, exploring how this innovative firm handles wealth transfer, family ecosystems, and the importance of values-driven financial planning. The conversation highlights how technology plays a crucial role in creating clarity for clients, enabling them to view their entire financial lives in one place while ensuring a frictionless experience. Tune in for a deep dive into the future of wealth management and how firms like Six Degrees are pioneering a new, more human approach to financial advice. Stay tuned for more insightful conversations at the intersection of finance, technology, and purpose! Six Degrees is a forward-thinking wealth management firm founded by Oliver and Katherine. Built on the belief that wealth is deeply personal and tied to values, purpose, and relationships, Six Degrees takes a holistic approach to financial advice. With a commitment to transparency, technology, and fostering meaningful connections, Six Degrees is redefining the wealth conversation for today’s high-net-worth individuals and families.

In this episode of the AdviserTech Show, moneyinfo’s Managing Director, Tessa Lee, speaks with Curtis Berry, Client Experience Manager at TFP Financial Planning. They discuss TFP's innovative financial planning strategies and the crucial role of technology in enhancing client service. Curtis shares his path into financial planning, influenced by his father's career as a financial investigator. He explains TFP's client-centric approach, emphasising their fixed-fee model which fosters long-term client relationships. The conversation highlights the integration of AI tools at TFP, which streamline administrative tasks and meeting outputs, enhancing efficiency. Curtis discusses their evolving tech ecosystem and the successful implementation of the moneyinfo portal. "When they stepped into moneyinfo, they were overwhelmed with all the stats, figures, and communication options," Curtis notes, reflecting on the positive impact of the portal's features like secure messaging and DocuSign integration. “I remember seeing my first emoji”, says Curtis, noting how the client-adviser relationship transitions from using email to a mobile app. Curtis mentions how clients send pictures of purchases and holidays; “They feel like they’re in a WhatsApp chat with us." They discuss the trust clients place in the portal for handling everything from simple queries to important document storage. The discussion also touches on intergenerational wealth transfer, with TFP’s technology facilitating better engagement with younger clients. Curtis explains how their family services enable multi-generational views and interactions, allowing family members to have appropriate access to financial information. A client can manage both his stepmother's and mother's accounts, viewing them separately but easily, which improves the overall experience and makes managing finances across generations smoother. Curtis advises newcomers to financial planning to challenge the status quo, embrace fresh ideas, and remain open-minded about technological advancements. This episode provides insights into how TFP leverages technology to improve client relationships and operational efficiency. Tune in to discover their innovative approaches and future plans.

In this episode of the Adviser Tech Show, moneyinfo’s Managing Director Tessa Lee talks with Sally Meritt, co-founder and CEO of Evotra. They discuss the crucial role of technology in wealth management. “We started Evotra to help businesses bridge the gap between their tech teams and day-to-day operations,” says Sally, sharing her journey from a Chartered Wealth Manager to a tech leader. Sally explains how she moved from giving financial advice to working on tech projects. She highlights the importance of getting businesses ready for new tech, training staff, and ensuring everyone adopts the new systems effectively. They dive into common tech challenges, especially dealing with outdated data. Sally emphasises the need for robust data management and how poor data quality can hinder the effectiveness of even the best tech solutions. They discuss how Evotra's mission is to help firms not only implement technology but also maintain and optimise it over time. “Any project that I've ever worked on, the greatest successes are when the leaders in that business, are all engaged and are on board, helping their teams understand the value that can be unlocked if everyone gets on board.” Sally points out that the greatest successes come when business leaders are fully engaged and help their teams understand the value that tech can unlock. They also talk about the significant role advisers play in this process, especially when it comes to client-facing technology. Tessa and Sally also acknowledge the increasing burden of regulations and how technology can help manage this effectively. They talk about the fear of having too much to do with too little time, and how tech can alleviate some of these pressures by automating routine tasks. Finally, the discussion turns to the exciting potential of incremental changes in tech adoption. Instead of overhauling entire systems, firms can implement smaller, more manageable tech solutions that gradually improve operations and client service. They agree that this approach makes the transition smoother and less daunting. Listen to this episode for an engaging discussion about how technology can transform wealth management, improve efficiency, and deliver better client outcomes. Stay tuned for more episodes of The AdviserTech Show for insights at the intersection of finance and technology.

Join us for an engaging episode of The AdviserTech Show as Tessa Lee, Managing Director of moneyinfo, sits down with Ola Abdul, CEO and founder of Fundment. Discover how Ola transitioned from a background in economics and roles at Aberdeen Asset Management and BlackRock to pioneering innovation in the financial advisory space with Fundment. In this episode, Ola shares the inspiration behind Fundment and its mission to revolutionise the platform industry. He emphasises the importance of technology in streamlining processes, enhancing user experience, and delivering scalable solutions for advice firms of all sizes. Tessa and Ola dive into the complexities of the platform business and the significance of integration within the tech ecosystem. They discuss the evolution of Fundment, driven by adviser feedback, and highlight key features that set Fundment apart in the market, such as their advanced drawdown functionality and comprehensive API support. Looking ahead to 2024, Ola outlines Fundment's plans to continue its momentum, pushing out features that meet the evolving needs of advisers. He also addresses the challenges faced by advice firms and how Fundment aims to support them with flexible, innovative solutions. Don't miss this insightful conversation on the future of financial advice technology, the power of collaboration, and the impact of digital transformation. Tune in to learn how Fundment is leading the charge in creating a more efficient, client-centric advisory process. Stay tuned for more dynamic episodes of The AdviserTech Show, where finance and technology intersect to drive the industry forward!

In this episode of the Adviser Tech Show, moneyinfo’s Managing Director Tessa Lee engages in a captivating conversation with Dan McMahon, the Head of Technology and Innovation at Hyman Robertson Personal Wealth. “The only way you’re going to close the advice gap is if tech is doing more and more of the heavy lifting, so that’s really my mission as head of tech in this space”, Dan shares his unconventional journey from pension administration to becoming a tech and innovation leader, and the vision he has that goes along with it. Dan and Tessa delve into the challenges of data management in pension administration, and both recognise the familiarity of too much paperwork and administration-heavy processes in both of their industries. This leads the discussion on to the significance of integration, both within the tech ecosystem and with partners, emphasising the industry's gradual shift towards streamlined processes. The episode explores moneyinfo’s role in automating workflows, enhancing the client onboarding experience, and facilitating straight-through processing. Dan emphasises the importance of technology in empowering advisers and creating efficiencies, showcasing the journey from manual processes to digital fact-finding and beyond. The conversation takes an exciting turn as they touch upon the growing role of artificial intelligence in the financial advisory space. Dan shares insights into their exploratory work with Microsoft's open AI service, envisioning AI as a tool to support advisers in document navigation, compliance checks, and client interactions. Don't miss out on this insightful episode of The AdviserTech Show! Stay tuned for more engaging conversations at the intersection of finance and technology!

In this episode of The AdviserTech Show, Tessa Lee, the Managing Director of moneyinfo, sits down with Henry Cobb, Founder and Head of Research at Elston Consulting, for an insightful exploration of the financial services industry. Henry unfolds his journey from a guide analyst at Schroders to the visionary founder of Elston Consulting in 2012. Motivated by anticipated regulatory changes such as RDR and Auto Enrolment, Henry's mission was clear: to craft low-cost multi-asset investment solutions empowering advisers to adeptly navigate industry shifts. Elston Consulting operates at the core of portfolios, funds, and indices. Henry details Elston’s  commitment to empowering advisers, emphasising not just outsourcing but insourcing. This unique approach ensures advisers retain strategic control, brand integrity, and compliance with evolving regulations. Tessa and Henry delve into the cultural changing landscape within the industry, stressing the significance of active thinking regarding asset location. They explore Elston's pivotal role in helping advisers document and evidence their value statements in harmony with regulatory changes. Henry unravels Elston Consulting's mission, showcasing success stories of aiding larger advice firms in scaling up their propositions. Don't miss out on this insightful episode of The AdviserTech Show! Tune in for an enriching discussion that unveils the past, present, and future of this dynamic industry.

How does Matt Jeffery know so much about the things that keep advisers awake at night? Being a Senior Manager at Alpha FMC, Matt has a broad knowledge of the pressing challenges that financial advisers face day-to-day. In this insightful episode of The AdviserTech Show, Matt and Tessa delve into the intricacies of adviser tech, highlighting transformative strategies and insights that not only address current industry concerns but also shed light on the ways advisers can improve their sleep. Joking aside, Alpha FMC is a leading global provider of specialist consultancy services to the financial services industry. Matt describes the journey how he got to be Senior Manager, and delves into the wealth of knowledge that has formed his unique insights and understanding of being the adviser’s adviser. The conversation delves into Alpha FMC's role as a full-service management consultancy, addressing strategies, client experiences, and technology transformations. They hit on the industry's tech challenges, discussing integrations, and Tessa highlights the industry's momentum towards solving problems collaboratively. ...And what is a modern podcast without mentioning AI and machine learning? Matt and Tessa discuss the power of data analytics, improving compliance, and suitability report creation. A Friday the 13th conversation without mishaps! Dive into this engaging episode for more insights on the evolving tech landscape in financial advice.

Ruth Handcock, CEO of Octopus Money, takes the spotlight in an enlightening episode of The AdviserTech Show. Ruth talks to moneyinfo’s Managing Director, Tessa Lee, about her diverse experience, including running Octopus Investments and setting up a challenger bank. She also mentions the prevailing issue of the advice gap within the financial sector, and Octopus Money's mission to provide access to financial help and guidance for everyone, particularly partnering with employers. Ruth's insights shed light on the evolving landscape of financial advice, offering valuable perspectives on how to navigate the changing industry. Her extensive experience, including running Octopus Investments and establishing a challenger bank, provides a unique and seasoned viewpoint that can help you stay ahead in a rapidly changing environment. Ruth highlights the reality: traditional financial advisory services predominantly serve those with substantial assets, leaving a significant portion of the UK population underserved. Octopus Money is committed to rewriting this narrative. They've pioneered a distinctive approach that harmonises technology and guidance, making financial assistance accessible to everyone. Their strategic alliance with employers is a critical component of this mission. Tune in to this episode of The AdviserTech Show to gather knowledge on the latest industry trends, understand Ruth’s vision for the future of financial advice, and gain valuable insights into how to improve your services.

Cathi Harrison, CEO of the Verve Group joins moneyinfo’s Managing Director, Tessa Lee on the first episode of Season 3 of The AdviserTech Show. Cathi shares her journey in the financial services industry, a path she found when her curiosity was piqued by a friend's inheritance and the need for financial advice. Despite not initially studying finance, Cathi started her career as an administrator at a financial advice firm in 2005. Over the years, she evolved into a paraplanner and eventually ventured into entrepreneurship, founding multiple businesses. Cathi’s journey led to the creation of the Verve Group, a consolidation of various businesses, each offering essential support to financial advisers. She discusses the challenges and complexities of merging these entities into a unified organisation, highlighting the importance of shared technology and streamlined processes. The result is a “one-stop shop” for advice firms, providing comprehensive support for businesses of all shapes and sizes. Cathi also emphasises the evolving nature of the financial services industry, where firms are increasingly adopting a business-first approach, focusing on infrastructure, operations, and profitability. She believes that embracing change and innovation is essential in this dynamic environment. Beyond her role at the Verve Group, Cathi discusses her involvement with the Verve Foundation, a not-for-profit organisation aimed at promoting careers in financial planning and advising. She acknowledges the need for greater awareness of these career paths and the benefits they offer, especially among young professionals and career changers. In closing, Cathi offers insights and encouragement for individuals looking to enter the financial services industry or embark on an entrepreneurial journey. Both Cathi & our moneyinfo MD Tessa Lee emphasise the importance of creating a safe and inclusive environment for everyone in the industry, particularly women and underrepresented groups. Cathi believes in challenging the status quo and working collectively to build a more diverse and innovative financial sector. This podcast episode provides valuable insights into Cathi Harrison's inspiring journey, the evolution of the Verve Group, and the changing landscape of the financial services industry.

Adam Leci and Sandra Paul from Prestwood Software discuss how different technologies have made their way into the financial sector, as well as how consumers generally expect free technology to be adopted and to make things easier, rather than be expensive and complicated. Sandra elaborates on how gradually over time, the demand for Advisers to learn new technologies has increased. For example after Covid, tech was used a lot more for advisers to communicate with clients and bring them into the planning process, and Prestwood was also setting up user groups and webinars during and after Covid to train advisers on how to use Zoom, DocuSign, and Document sharing. Adam Leci is a Technical Consultant and writes blogs and articles for Prestwood, whilst Sandra Paul is a PR and Communications expert who specialises in PR and marketing for Prestwood. Prestwood have been offering lifelong Cashflow modelling software since 1984, which gives Adam and Sandra a unique insight into the extent of how far financial software has evolved since its conception. Tessa Lee, Managing Director at moneyinfo spoke to Adam and Sandra on how tech can drive efficiencies with reporting and communication processes, and why you should get over your fears and embrace technological adoption.

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.

Improving your business isn’t easy, it might be a process that requires an adviser who can give you confidence that the decisions you are making are the right ones. This in itself is a bit like the financial advisory and planning process, as you need a human relationship with somebody who can give you reassurance that you are navigating the right route through a winding forest. Chris Baigent-Reed discusses the ins and outs of the consultation process she offers to financial firms looking to adopt technology and better their business processes using tech. Chris also gives some insight into what is holding firms back when it comes to getting advisers excited for launch when releasing new tech. Chris Baigent-Reed is the Founder and Managing Director of Jigsaw Tree. With experience in the Financial Services industry, she moved into the world of Fintech and founded Jigsaw Tree in 2012 to help firms with their technology selection, implementation, configuration training and outsourcing services. Tune in to this episode of The AdviserTech Show to hear moneyinfo’s Managing Director Tessa Lee speak to Chris Baigent-Reed about how tech has changed over the years and progressed to provide more efficiencies for firms with reporting, communication processes, and bringing clients more into the planning process.

David Ferguson chats to us about his early experiences of dealing with tech companies, including moneyinfo, and knowledge obtained of 10 years in his time as founder and CEO of Nucleus Financial Group. David believes platforms shouldn’t have a ‘walled garden’ around them, and although it’s not a widely held view, no one system can do everything … for everybody! In this episode David talks about how any avenue platforms could take to benefit their clients should be explored. “People that are doing interesting, helpful things, should be able to connect to each other in the most positive way”. Moving on to David’s new chapter as CEO, he talks us through his motivations for joining SECCL which were around their fresh approach to being something new in the sector, and the concept of becoming an embedded platform which can plug into any number of user journeys on the front end. Sim and David discuss how most corporate type platforms which have massively complicated infrastructures were built in the early 2000s, and although they’ve evolved, they were initially built on legacy tech. The cost of upgrading these systems over time becomes prohibitive to innovation, but SECCL is proving to be a welcome alternative, being built from the ground up with customisation at the heart of their proposition. David is CEO at Seccl and was previously the founder and CEO of Nucleus Financial Group, the financial adviser platform that he led to £20bn in assets under administration (AUA) prior to stepping down in September 2022. In addition to being a well-known and highly respected figure within the UK’s adviser community, David is also a passionate technologist and supporter of fintech – having served as Chairman of FinTech Scotland and Fintech Envoy for HM Treasury. Sim and David discuss how some high end firms are still using antiquated tech to power their digital experience. For example, requiring wet signatures should not still be practised, and clients and firms should be striving for something better. SECCL is powering firms to deliver that modern, connected, client experience.  Tune in to this episode to hear David and Sim Sangha, our Business Development Director discuss how SECCL are truly an API first proposition, allowing firms to build any client journey on top of whatever systems want, and how you always have to consider, control vs compromise, low fees vs high fees, and analogue vs digital.

The task of connecting with the next generation of clients is a necessary challenge for Advisers who don’t want to get left behind. It’s also a job that Rob Tedder, UK Account Manager for Conquest Planning, is familiar with. Rob’s goal is to get every client with a live financial plan that they interact with and understand the output.  “If a business isn’t interacting with a multi-generation of clients then they’re absolutely missing a trick.” There is still a large amount of Advisers who are reluctant to adopt and embrace digital technology when advising clients. However, neglecting to adopt multi-generational planning into your strategy may be more than just missing a trick, and could consequentially lead to being left behind as an adviser. 65% of the next generation will not work with their parents’ Financial Adviser after their wealth has been passed down. This means millennials will work with a different adviser to their current one simply because they don’t have a pre-existing relationship. In this episode of The AdviserTech Show we delve into the barriers advisers have set themselves by not promoting digital adoption, and how you can avoid being one of the of Advisers who are on their way to losing another client. Rob kicked off his career journey with an unconventional background in studying food at University, before making his first entrance into the financial industry with pension administration work. His passion is helping advisers and firms engage with technology to improve their business practises. Tessa and Rob dispel the myth that the older crowd won’t use mobile technology, and it’s actually doubts of the adviser that create a barrier when it comes to digital adoption. One of the reasons for this resistance is the belief that clients will bombard advisers with the new technology and plans they don’t understand. Tessa is adamant that technology would actually overcome this issue. Whilst using traditional methods of communication would lead to hundreds of phone calls a day for advisers who have clients with queries, digital forms of communication overcome this, as they allow bulk messages and push notifications to give clients a full, quick and easy explanatory rundown. Listen to this episode to hear moneyinfo’s Managing Director, Tessa Lee, speak to Rob Tedder about how tech can be used to bring the client more into the planning process, and how tech can drive efficiencies within financial organisations.

Abraham Okusanya discussed how he has seen financial planning business process change over the years, the impact that technology like Timeline has had on the adviser technology market, and the next steps for the industry. In particular, Abraham states that the main differences he has seen over time is that advisers are caring less about the investing side of business, and more about developing a plan and healthy relationships with their clients.  Abraham Okusanya is the founder and CEO of Timeline, a financial technology company on a mission to help millions of people plan, invest and retire with confidence. In 2018, Abraham recognised a lack of technology in the financial advice sector, and so founded Timeline, whose mission is to create best of breed technology that helps advisers plan, invest and deliver advice to their clients. After a decade of consulting for some of the best and brightest financial planning firms, Abraham came to the conclusion that financial advice technology is lacking. “Old, outdated, and creaking at the seams.” Abraham isn’t scared to say that technology in the financial sector is lacking modernity, as advice technology components such as the platform, the CRM and Cashflow are “built on an infrastructure that is pre-digital age.” “I am convinced that the gale of creative destruction is going to sweep the platform market unless the incumbent sit up and really start pulling their weight”… Abraham warns of the upcoming demand for tech leaders to adopt efficiencies with reporting and communication processes… or else!  Tune in to this episode of The AdviserTech Show podcast hosted by moneyinfo’s MD Tessa Lee, as she speaks to Abraham Okusanya about how integration has the ability and potential to push efficiencies with reporting and communication processes, and the barriers that are stopping it from happening right now. 

The Consumer Duty All-Stars featuring moneyinfo, Money Alive, and Model Office In this episode of the AdviserTech Unplugged podcast hosted by moneyinfo’s MD Tessa Lee, we were joined by guests Andy Kirby Director at Money Alive, and Chris Davies Founder of Model Office to discuss how their technology can support financial planning and wealth management firms to meet their Consumer Duty obligations.  To learn more from the presenters, register for AdviserTech Live 8: https://www.moneyinfo.com/events/advisertech-live-8 Chris Davies kicks off the episode by talking about Model Office, their RegTech platform that helps firms with three things; governance, risk, and compliance. They discuss how they help financial planners and advisers to benchmark themselves against all the rules and regs in one place. The AI driven dashboard then allow users to view where they believe they are, compared to where they actually are, automating the diagnostic phase where firms need to work out what they've already got, and what they need to do, and automating the gap analysis at audit stage. Andy Kirby describes how Money Alive was established in 2018 to change the way financial professionals educate their clients, by creating a platform that empowers firms to engage their clients and prospects with interactive video experiences on financial services topics. Andy reinforces the fundamental point that Money Alive was created to address the statement 'does a client truly understand'? Andy describes how the individual evidence trail is produced at the client, adviser, and firm levels. Tessa then explains how moneyinfo is a branded client portal and mobile app that helps firms to deliver game-changing client engagement for forward-thinking, ambitious firms, helping them to deliver their services digitally, improving their profitability, build client loyalty,  increase efficiency, and deliver compliance confidence which is incredibly important when considering your consumer duty obligations. Tess reminds listeners that the podcast episode is followed by our Consumer Duty event at AdviserTech Live in November 2022. Join us at this complimentary event to hear more from each of the presenters from moneyinfo, Model Office, and Money Alive, and take a look under the bonnet of each piece of tech in some live demos. Register for AdviserTech Live 8 here: https://www.moneyinfo.com/events/advisertech-live-8 Tune in here: