An intro to financial advice tech in 2021

Presented by

Sam Handfield-Jones, co-head of Seccl

About this talk

The last twelve months have shown just how crucial technology can be in keeping the financial advice show on the road. But as thoughts turn to life post-Covid, what next for ambitious, forward-thinking advisers? How can they build on the experience of 2020 and use technology to improve customer experience, reduce costs and build stronger, more sustainable businesses? In this webinar, Seccl co-head Sam Handfield-Jones will take you on a whistle-stop tour of the adviser technology market, with particular focus on that most fundamental piece in the adviser tech puzzle: the platform. Learn how technology is disrupting and democratizing the platform market, and find out if – and how – you can make it work for you.
Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (16)
Subscribers (2807)
We're a custodian and platform technology provider that's powering the next generation of investing and financial advice. We help forward-thinking advisers and investment managers to operate their own fully paperless platform; and empower new and established fintechs to bring exciting investment propositions to market quickly and affordably. Tune in for news, views and insights at the cutting edge of wealthtech...