A 40 minute watch.  

During this episode we take a deep dive into adviser technology-related issues and how they are facilitating a ‘new normal’.

Our panel, hosted by Sam Shaw , will hear from:

Nick Eatock, Intelliflo

Ian McKenna, FTRC

Setul Mehta, Openwork

Kirsty Stone, TPO

Some of the many topics discussed include:

– The live testing of business continuity plans

– Balancing risk, cost and benefits of different technologies

– Risks posed by the providers’ lack of digitisation

– The importance of training and development

Meet our panellists

With over 17 years of financial services experience, my expertise focuses on Adviser Development, AUM, Mortgage Lending & Protection APE growth whilst keeping in line and ahead of industry regulation.  Outside of work I enjoy spending time with my young family, a school governor, a keen sports fan and supporting the Openwork Care 4 Kids Foundation.

Kirsty is a Chartered Financial Planner at The Private Office. Within her role as an Adviser, Kirsty manages the investments and financial plans for a range of clients; ensuring they meet their financial goals and reviewing their overall financial wellbeing. Kirsty believes in providing bespoke advice tailored to the individual client; acknowledging that we all digest information in different ways and the presentation of financial advice must be adjusted to reflect this.

Nick founded Intelliflo in 2004, pioneering the use of web-based technology to support the end-to-end needs of financial advice businesses. Having worked for 30+ years in IT and 20+ years in financial services, Nick brings an extremely comprehensive blend of experience and knowledge to Intelliflo which has ensured that the business has remained at the forefront of technological and business innovation in the sector.

Ian founded Financial Technology Research Centre (FTRC) in 1995, nearly two decades before ‘fintech’ became part of the industry lexicon.

A boutique consultancy, the firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. FTRC works with many of the UK’s leading long-term savings institutions, financial advisers and technology providers to identify emerging technologies that can transform customer relationships.