Adviser Software
  • Discover New Tech
    • AI Tools & Services
    • Wealth Systems
    • Mortgage Systems
    • Protection Systems
    • Ecosystem
  • Rate Your Systems
    • Adviser Tech Survey
    • Mortgage & Protection Survey
  • Events
    • Join Our Next Forum
    • Previous Forums
    • CDA Tech Forum
    • AI in Financial Advice
    • Empowering Advice Through Technology
    • External Conferences
  • Our Views
  • Directory
  • Careers

Select Page

Ian McKenna: iPipeline to Roper

Posted by Ian McKenna | Sep 9, 2019 | System Review | 0 |

Ian McKenna: iPipeline to Roper

Share:

Rate:

PreviousIan McKenna: United Income to Capital One
NextIan McKenna: Midwinter to Bravura

About The Author

mm

Ian McKenna

Ian founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon. A boutique consultancy the firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. As part of this work the firm work with many of the U.K.’s leading long-term savings institutions, financial advisers and technology providers to identify emerging technologies that can transform customer relationships. More recently the firm has added its own InsureTech and RegTech ventures to help advisers ensure they help consumers find the life insurance and workplace pensions solutions that best meet the needs. In addition to developing a UK view Ian travels extensively to identify similar trends around the world and the lessons that can be learned from other countries.

Related Posts

Protected: Have Videosign found a possible solution to verifying clients remotely?

Protected: Have Videosign found a possible solution to verifying clients remotely?

16th July 2021

The tool aiming to streamline financial planning processes

The tool aiming to streamline financial planning processes

29th June 2021

Ian McKenna: United Income to Capital One

Ian McKenna: United Income to Capital One

9th September 2019

Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020

Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020

4th November 2020

User Details

Login or Register

Adviser Tech & AI – Monthly Guide

EATT Conferences

Technology Research Studies

Discover New Tech

Destination Retirement

Join Next Our Forum

External Conference Insights

An  website

The Financial Technology Research Centre Limited trading as Financial Technology Research Centre.

Registered office: 14 Halifax Court, Fernwood Business Park, Balderton, Newark NG24 3JP

Registered in England No. 02484495

Designed by Elegant Themes | Powered by WordPress

  • Meet The Team
  • Privacy Notice
  • Terms & Conditions
  • Timeline
  • Contact Us
We use cookies to track usage of our website using Google Analytics. Click here to opt-out.