Adviser Software
  • Discover New Tech
    • AI Tools & Services
    • Wealth Systems
    • Mortgage Systems
    • Protection Systems
    • Ecosystems
  • 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

Finovate Fall 2014: MX

Posted by Ian McKenna | Sep 23, 2014 | Events, Finovate, Personal Financial Management | 0 |

Finovate Fall 2014: MX

Share:

Rate:

PreviousFinovate Fall 2013: MoneyDesktop
NextFinovate Fall 2016: MX

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

EATT 23 Demo – Meet Parker

EATT 23 Demo – Meet Parker

26th January 2023

The future of client portals/digital engagement – Plenary

The future of client portals/digital engagement – Plenary

20th February 2024

Insights from Riskalyse 2022

Insights from Riskalyse 2022

10th March 2023

Betterment – Trends & Insights from an online money manager

Betterment – Trends & Insights from an online money manager

9th December 2019

User Details

Login or Register

DDFA CONFERENCE 2 JUL 2025

Discover New Tech

EATT Conference Jan 2025

Technology Research Studies

Join Our Forum

DYNAMIC PLANNER REPORT

External Conference Insights

Cyber Security Hub

An  website

Designed by Elegant Themes | Powered by WordPress

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