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The AdviserTech Unplugged Podcast -- News Post Image

The AdviserTech Unplugged Podcast

By moneyinfo

Welcome to moneyinfo's NEW podcast: AdviserTech Unplugged !

The podcast brought to you by moneyinfo , the client portal & mobile app supplier for financial advisers and wealth managers. 

Our podcast is designed to help address the challenges of the 21 st century adviser. Each episode we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space.


You can download and stream each episode on Apple Podcasts, Google Podcasts, Amazon Music, Audible and Spotify! 

If you have any suggestions for future episodes or general feedback, get in touch with us by email at podcasts@moneyinfo.com , or tweet us @moneyinfotech .

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Episode 12: GIRL POWER! Meet the ladies that make moneyinfo great

In the next episode of AdviserTech Unplugged, moneyinfo's Tessa Lee & Lou Wallis chat to the ladies that work in the business about what it's like to work in a fast-paced fintech firm. Learn about what motivates us to work hard to deliver an exceptional client experience, alongside our industry leading client portal technology.

Discover how different career paths have led members of our team to join moneyinfo from a range of backgrounds, what their average day can look like, and what they love most about being part of the moneyinfo crew!

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Episode 11: Becoming a tech company in the finance world

In the next episode of AdviserTech Unplugged, moneyinfo's Head of Marketing, Oliver Jenkins speaks with Peter Calvert, CTO of the Verve Group  .

Peter and Oliver discuss how Verve Group has grown from an outsourced paraplanning service to a fully-fledged tech company. They chat about how Peter is helping with the transition for Verve from a financial services firm offering tech solutions, to a tech company offering financial services solutions.

Peter talks about his experiences of working in the retail and B2C space, and how he's rapidly scaling a technology team around him to help deliver more efficient data-driven technology services for Verve Group clients and members which have the client at the heart of the service.

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Episode 10: The future of advice technologies

In the next episode of AdviserTech Unplugged, moneyinfo's Tess Lee speaks with Dan Marsh, Head of Customer at Seccl .

Dan and Tess discuss how past technology systems have been built on the assumption that the world is not going to change but moving forward, technology providers will sort themselves into 2 groups; those who are adapting, and those who have pivoted into a future where the adviser in control.

We expect efficiencies in technology in everyday life, so why can’t we demand more from inside the financial services industry?

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Episode 9: Engage, Educate, Empower - the secret to adviser content marketing

In the next episode of AdviserTech Unplugged, moneyinfo's Martha Bowen speaks with Rebecca McMurry, Manager of Enterprise at AdvisorStream .

Martha and Rebecca discuss the secrets to effective content marketing by keeping your digital presence front of mind and keeping content regularly flowing in order to build trust and credibility with clients and prospects.

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moneyinfo's Lou Wallis speaks with Carla Langley from Progeny Group on what it means to be "data driven". Instead of making assumptions about your business and clients, it's important to start to place business decisions, strategy, and output on real, tangible data. 

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Episode 7: How NextGen Planners are supporting a movement of new-age firms

moneyinfo's Sim Sangha speaks with Rohan Sivajoti, Founder of NextGen Planners , about how NextGen is supporting a movement of new-age firms to put the client at the centre of the advice process.

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Episode 6: The future of IFAs and DFMs

In this episode, moneyinfo's Lou Wallis and Robert Clark, from RC Brown Investment Management , discuss the future of IFAs and DFMs and how technology can help firms to streamline workflow processes, and drive efficiencies through their business.

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Episode 5: How technology is reshaping the financial services in a post-pandemic world, with Ian Horne

moneyinfo's MAnaging Director, Tess Lee, speaks to Ian Horne, Head of Audience Development at Citywire

Ian discusses the influence technology holds within financial services and how this has been amplified since the beginning of the pandemic. Ian chats about the importance of adopting a hybrid approach to advice to meet the needs of their client demographic and optimise their process efficiencies. 

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Episode 4: The do's and don'ts of changing CRM provider with Chris Baigent-Reed

moneyinfo's Lou Wallis speaks to Chris Baigent-Reed, Founder and Director of Jigsaw Tree . Chris discusses the do's and don'ts of changing CRM providers and the important factors to consider when doing so. 

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Episode 3: Content marketing for financial advisers with Abbie Knight

moneyinfo's Managing Director, Tess Lee, speaks to Abbie Knight , marketing consultant, commentator and keynote speaker in financial services. 

Abbie discusses the importance of a content marketing strategy to help financial advisers to stand out in the crowd and creating a brand personality in order to build relationships and trust with clients. 

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Episode 2: The importance of branding within the financial sector with Anna Plotnek

moneyinfo's Digital Marketing Director, Martha Bowen, speaks to Anna Plotnek from PLOTT Creative

Anna chats about the importance of branding within the financial sector, why it's important for financial advisers and wealth managers to get their branding right, and how it can help you stand out in the crowd. 

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Episode 1: A year in the life of a moneyinfo client - Ovation Finance

In the first episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks to Cheryl Frazer from Ovation Finance Ltd

Cheryl chats about their first year of using moneyinfo, discussing their implementation journey in-house and with clients, and how their processes and communication have been streamlined by fully utlising their branded portal and app. 


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The AdviserTech Unplugged podcast is brought to you by moneyinfo .

Book a discovery call with us to learn how we can help you to deliver a better client experience, with your own branded client portal and apps for Apple & Android.

sales@moneyinfo.com  

+44 (0) 3303 600 300

Book a discovery call