Season 4 Episode 5: Gary Shepherd, Sprint

Gary has seen it all, and in this conversation, he shares some of the industry’s biggest shifts and challenges.

Season 4 Episode 4: Oliver and Katherine, Six Degrees

Discover how a unique blend of financial expertise and personal philosophy sets Six Degrees apart in the financial advisory landscape.

Season 4 Episode 3: Curtis Berry, TFP

“I remember seeing my first emoji”, says Curtis, noting how the client-adviser relationship transitions from using email to a mobile app.

Season 4 Episode 2: Sally Meritt, Evotra

Sally explains how she moved from giving financial advice to working on tech projects.

Season 4 Episode 1: Ola Abdul, Fundment

Ola shares the inspiration behind Fundment and its mission to revolutionise the platform industry.

Season 3 Episode 5: Dan McMahon, Hyman Robertson

Dan shares his unconventional journey from pension administration to becoming a tech and innovation leader.

Season 3 Episode 4: Henry Cobbe

Unveiling the past, present, and future of this dynamic industry.

Season 3 Episode 3: Matt Jeffery, Alpha FMC

How does Matt Jeffery know so much about the things that keep advisers awake at night?

Season 3 Episode 2: Ruth Handcock, Octopus Money

Ruth discusses her diverse experience, including running Octopus Investments and setting up a challenger bank.

Season 3 Episode 1: Cathi Harrison, The Verve Group

This podcast episode provides valuable insights into Cathi Harrison's inspiring journey.

Season 2, Episode 6: Adami Leci, Sarah Paul, Old Mill

How tech can drive efficiencies with reporting and communication processes.

Season 2, Episode 5: Matthew Clark, Old Mill

A checklist for financial firm members who want their business to prosper.

Season 2, Episode 4: Chris Baigent-Reed, Jigsaw Tree

The ins and outs of the consultation process to financial firms looking to adopt technology.

Season 2 Episode 3: David Ferguson, Seccl

How SECCL are truly an API first proposition, allowing firms to build any client journey on top of whatever systems want.

Season 2 Episode 2: Rob Tedder, Conquest

How tech can be used to bring the client more into the planning process.

Season 2 Episode 1: Abraham Okusanya, Timeline

How integration has the ability and potential to push efficiencies with reporting and communication processes.

Season 1 Episode 6: RC Brown

How technology can help firms to streamline workflow processes, and drive efficiencies through their business.

Season 1 Episode 5: CityWire

How technology within financial services has been amplified since the beginning of the pandemic.

Season 1 Episode 4: Jigsaw Tree

Important factors to consider when changing your Customer Relationship Management system.

Season 1 Episode 3: Abbie Knight