Loose Change

Iress

Mark Loosmore talks financial services tech and what's new at Iress with his special industry guests.

Episodes

  1. A special acquisition edition with Graham Miller

    17/03/2020

    A special acquisition edition with Graham Miller

    Following the recent announcement that Iress has acquired O&M Systems, Mark is joined by its founder, Graham Miller, for a special edition of Loose Change.

    27 min
  2. Getting the most out of client portals with Tessa Lee

    13/02/2020

    Getting the most out of client portals with Tessa Lee

    This week Mark and Tessa Lee, MD of MoneyInfo, dive into the topic of client portals. They discuss top tips for advisers introducing a client portal, the value of competition in technology and Tessa's biggest inspirations - in business and in rap.

    29 min
  3. When behavioural science meets fintech with Michael Free

    03/02/2020

    When behavioural science meets fintech with Michael Free

    Mark has Michael Free on the podcast - CEO and Founder of Be-IQ, a UK-based behavioural insights fintech. Mike and Mark discuss how technology can be designed and applied to maximise client engagement in financial services.

    34 min
  4. Supporting entrepreneurial IFAs with Nuala Clamp

    16/01/2020

    Supporting entrepreneurial IFAs with Nuala Clamp

    Meet Nuala Clamp, Head of Xplan Managed Services at Iress in the UK. Nuala is truly passionate about supporting IFAs to deliver quality advice to their customers, through software and service. You will soon see why she’s an inspirational force at Iress.

    30 min
  5. Marketing and social media with Laura Janes

    19/12/2019

    Marketing and social media with Laura Janes

    Laura Janes, founder of financial services marketing agency, Uniquity, joins Mark to talk marketing, social media, brand and more.

    29 min
  6. Client Portals with Richard Ross

    05/12/2019

    Client Portals with Richard Ross

    This week 'Client Portals' is the big theme on Loose Change, as Mark chats with Iress' Digital Product Manager, Richard Ross.

    30 min
  7. The evolution of adviser technology with Pete Williams and Allan Clarke

    21/11/2019

    The evolution of adviser technology with Pete Williams and Allan Clarke

    Mark chats with Pete Williams and Allan Clarke, who both work in senior Account Management roles at Iress. They reflect on how far financial services regulation, technology and adviser attitudes to technology have shifted. They also discuss to what extent a firm’s size affects their technological needs.

    32 min
  8. Client partnerships that deliver with Alex Hore

    08/11/2019

    Client partnerships that deliver with Alex Hore

    Mark is joined by Alex Hore who heads up Account Management for Wealth and Trading at Iress. Passionate about helping clients realise the full benefit of their technology, Alex discusses how he and his team approach account management. He also offers an insightful comparison between the UK and Australian markets.

    24 min
  9. Building a software community with Sara Row

    17/10/2019

    Building a software community with Sara Row

    Sara Row joins Mark to discuss the latest Iress initiative - the Iress community.

    19 min
  • 9 Episodes

About

Mark Loosmore talks financial services tech and what's new at Iress with his special industry guests.

Information

  • Creator
    Iress
  • Years Active
    2019 - 2020
  • Episodes
    9
  • Rating
    Clean
  • Copyright
    © Iress
  • Show Website
    Loose Change