Adviser Tech & AI - Everyone You Need to Know

Adviser AI & Tech – everyone you need to know

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This guide is designed to help advisers make informed decisions when selecting technology for their businesses. It offers analysis of over 250 adviser technology solutions, which are also available on AdviserSoftware.com. The guide is updated monthly with the latest information.

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About The Author

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.