Connectivity between techstacks including, cashflow modelling and portals – Forum Recap

Our May forum session explored ‘Connectivity between techstacks including, cashflow modelling and portals’, specifically:

  • Understand the challenges from deploying planning tools as part of Client Portals/Apps
  • Consider results of latest Consumer Research for:
  • In Person, telephone & online advice
  • Consumer preferences in preparing for an advice meeting
  • Consider the issues to prioritise as part of such a project
  • Key elements of a project plan to deliver a successful client app deployment

Panellists included:​

  • Tim Thomspon-Rye – Formerly Progeny
  • Jaia Toora – Penguin Wealth

Session highlights

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