The AdviserTech Show

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The monthly podcast brought to you by moneyinfo, the client portal & mobile app supplier for financial advisers and wealth managers.  The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space. If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .

  1. 10월 6일

    How can women in finance build their personal brand? The Women in Finance Collective | Beyond the Capital Mini-Series E2

    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.

    24분

  2. 9월 22일

    Community, careers and confidence: The Women in Finance Collective | Beyond the Capital Mini-Series E1

    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.

    19분

  3. 2024. 10. 19.

    Installing Adviser Software with a CD?? Remembering the roots of Adviser Technology | S4 E5

    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.

    39분

  4. 2024. 09. 06.

    Balancing Wealth and Purpose: A Fresh Take on Financial Advice | Oliver and Katherine from Six Degrees | S4 E4

    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.

    44분

  5. 2024. 08. 30.

    Your Client’s First Emoji: The transition from email to mobile app | Curtis Berry from TFP | S4 E3

    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.

    27분

  6. 2024. 08. 02.

    Leadership Unleashed: How to unlock team potential | Sally from Evotra | S4 E2

    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.

    32분

  7. 2024. 07. 26.

    Fundment for the Future: The next steps for Financial Platforms | Ola Abdul from Fundment | S4 E1

    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!

    24분

  8. 2023. 12. 14.

    From Pensions to Pixels | Dan McMahon from Hyman Robertson | S3 E5

    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!

    31분
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소개

The monthly podcast brought to you by moneyinfo, the client portal & mobile app supplier for financial advisers and wealth managers.  The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space. If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .

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    moneyinfo
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    2021년 - 2025년
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