The AdviserTech Show podcast!
Welcome to
Designed to help address the challenges of the 21st century adviser, with each episode featuring an expert in the AdviserTech space. Enjoying listening!
The future of IFAs and DFMs
Season 1 Episode 6: RC Brown
How technology can help firms to streamline workflow processes, and drive efficiencies through their business.
How technology is reshaping financial services in a post-pandemic world
Season 1 Episode 5: CityWire
How technology within financial services has been amplified since the beginning of the pandemic.
The do‘s and don'ts of changing CRM providers
Season 1 Episode 4: Jigsaw Tree
Important factors to consider when changing your Customer Relationship Management system.
The importance of branding within the financial sector
Season 1 Episode 2: Plott Creative
Why is it so important for financial advisers and wealth managers to get their branding right?
A year in the life of a moneyinfo client
Season 1 Episode 1: Ovation Finance
How processes and communication have been streamlined with an Independent Financial Adviser.