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

Share:

Rate:

PreviousHybrid Advice – Adviser
NextHybrid Advice – October Forum Recap

About The Author

Jessie Leworthy

Jessie Leworthy

Jessie Leworthy first joined FTRC as an intern while working toward her BSc in Banking and Finance. After completing her degree, she moved into a full-time role as the Communications Coordinator, and has now progressed into ‘Customer Success Specialist’ where she’s expanding her knowledge specifically in protection. Jessie plays a vital role in the future growth and success of Protection Guru Pro, supporting the sales process and helping advisers understand and make the most of the platform’s capabilities. In 2023, Jessie was proud to receive the ‘Trainee of the Year’ award at the Europe FinTech Awards, a milestone in her journey. She remains committed to her professional development and continues to contribute to the innovative work happening at FTRC.

Related Posts

Streamlining Adviser Productivity & Client Engagement using Automation & AI featuring Salesforce

Streamlining Adviser Productivity & Client Engagement using Automation & AI featuring Salesforce

28th October 2024

Consumers and ESG: April AdviceTech Forum Part 3

Consumers and ESG: April AdviceTech Forum Part 3

24th June 2021

How to remain vigilant about cyber security at all times – EATT 2023 Plenary

How to remain vigilant about cyber security at all times – EATT 2023 Plenary

9th February 2023

EATT2025 P1 Services demo

EATT2025 P1 Services demo

24th February 2025

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.