Welcome to moneyinfo's NEW podcast: AdviserTech Unplugged !
The monthly 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 month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space.
Episode 5: How technology is reshaping the financial services in a post-pandemic world, with Ian Horne
In the next episode of AdviserTech Unplugged, moneyinfo's 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 iportance of adopting a hybrid approach to advice to meet the needs of their client demographic and optimise their process efficiencies.
Episode 4: The do's and don'ts of changing CRM provider with Chris Baigent-Reed
In the next episode of AdviserTech Unplugged, 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.
Episode 3: Content marketing for financial advisers with Abbie Knight
In the next episode of AdviserTech Unplugged, moneyinfo's 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.
Episode 2: The importance of branding within the financial sector with Anna Plotnek
In the next episode of AdviserTech Unplugged, moneyinfo's 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.
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.
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.
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