Webinar catch-up: Modernise without Disruption
Buying new technology and modernising a business aren’t necessarily the same thing.
Over time, wealth management and financial planning firms have invested in CRMs, back office systems, platforms, portfolio management tools, document management, workflows, client apps and, increasingly, AI.
Each system may have been introduced for a good reason. The challenge comes when they’re expected to operate as one connected service.
In this webinar, Moneyinfo Managing Director Tessa Lee explores why technology change can become harder, slower and more expensive than expected, and how firms can modernise without automatically embarking on a large scale replacement project.
The session looks at technical debt in practice, from duplicated data and manual processes to spreadsheets bridging gaps between systems. It also explores why access to trusted, connected data is becoming increasingly important as firms prepare for AI.
Tessa shares early findings from the UK Wealth Management Modernisation Index 2026, alongside insights from conversations with senior leaders across wealth management and practical examples of firms taking different approaches to technology change.
Watch the recording to explore:
Why disconnected systems and manual processes make technology change harder
What technical debt looks like in the day to day operation of a wealth management firm
Why the first question shouldn’t always be what technology to replace
How integration can help firms get more from the technology they already have
Why accessible, consistent and trusted data is becoming even more important as firms adopt AI
How to decide when to connect, simplify, configure or replace technology
Why data preparation, internal capacity and team adoption can determine whether a project succeeds
How the Moneyinfo Modernisation Canvas can help leadership teams test technology decisions before committing significant time and money
The webinar also looks at three different examples of modernisation in practice. Hymans Robertson Personal Wealth connected systems and workflows around a scalable client journey. Tideway Wealth Management replaced technology that was genuinely holding the firm back while connecting the new solution to systems that continued to work well. Clifton Asset Management created a consistent client experience across a more complex arrangement of providers and acquired businesses.
There’s no single version of modernisation. The measure of success isn’t how many systems a firm replaces. It’s what becomes easier afterwards.
Watch the webinar to explore a more practical approach to technology change and how Moneyinfo can help firms connect their technology, data and client experience to unlock their peak performance.
Ready to modernise without unnecessary disruption?
Book a discovery call with Moneyinfo to talk through the technology challenges your firm is facing. Whether you’re struggling with disconnected systems, duplicated processes, inaccessible data or deciding whether existing technology really needs replacing, we’ll explore practical ways Moneyinfo can help your firm unlock peak performance.