Ian McKenna, Author at Adviser Software

Marketing Systems Supplier/Software: Keychain

Posted by Ian McKenna | Jan 19, 2026 | Advice Tech Hub, Adviser Software Systems

Marketing & Engagement Advice Tech Hub Home KeyChain is a client onboarding and engagement...

Market Leader Under the Microscope: Intelliflo’s Delivery Performance in 2025

Posted by Ian McKenna | Jan 8, 2026 | intelliflo |

Discover how Intelliflo strengthened its market leadership in 2025 with renewed delivery momentum, improved execution, and visible progress across key features—setting new benchmarks for UK financial advice technology.

AdviceTech Forum November – AI & Suitability Reports

Posted by Ian McKenna | Dec 10, 2025 | AdviceTech Forum |

AI & Suitability Reports – Forum Recap: How advisers can use generative tools to automate compliance-ready suitability reports, improve data security and personalise client engagement.

Adviser Tech & AI – Everyone You Need to Know

Posted by Ian McKenna | Dec 4, 2025 | Advice Tech Hub |

This service is free for advisers and those working in adviser firms. This guide is designed to...

Advice Tech Forum October- What should AI be delivering now to adviser firms

Posted by Ian McKenna | Oct 28, 2025 | AdviceTech Forum, Events |

Advice Tech Forum October- What should AI be delivering now to adviser firms In our latest Forum...

Author: Ian McKenna

Marketing Systems Supplier/Software: Keychain

Market Leader Under the Microscope: Intelliflo’s Delivery Performance in 2025

AdviceTech Forum November – AI & Suitability Reports

Adviser Tech & AI – Everyone You Need to Know

Advice Tech Forum October- What should AI be delivering now to adviser firms

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