Loose Change Iress

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. 

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.

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. 

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.

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

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