Chris Davies talks about how Model Office is helping Advisers build client centric and sustainable practices.

Octo Members
20 February 2020
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A 25 minute watch

Chris Davies , founder of Model Office discussed with Lee Robertson  how technology is enabling the industry.  Talking from his experiences in the early days of cash flow modelling to the rise of RegTech.  How Model Office came into being, the benefits for adviser businesses and future enhancements.

Model Office is a diagnostic platform, allowing firms to self audit and self benchmark against where they believe they are against all the FCA rules and directives. It also identifies the gaps and gives guidance.  Chris explains why they are absolutely not in competition with support services or compliance but complementary to.    

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