Adviser Software
  • Discover New Tech
    • Wealth Systems
    • Mortgage Systems
    • Protection Systems
    • Ecosystems
  • Rate Your Systems
  • Events
    • Join Our Forum
    • Previous Forums
    • Empowering Advice Through Technology
  • Our Views
  • Directory
  • Join The Team

Select Page

Ian McKenna: i4C to Intelliflo

Posted by Ian McKenna | Sep 9, 2019 | Cash Flow Modelling, intelliflo, System Review, Wealth Practice Management Systems | 0 |

Ian McKenna: i4C to Intelliflo

Share:

Rate:

PreviousIan McKenna: Midwinter to Bravura
NextViews from Finovate Fall: InterGen Data

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

Using the integration between Intelligent Office & FE Analytics

Using the integration between Intelligent Office & FE Analytics

14th September 2020

Distribution Technology: Dynamic Planner Elements

Distribution Technology: Dynamic Planner Elements

8th March 2019

Intelliflo – “Gamified Fact Find”

Intelliflo – “Gamified Fact Find”

21st February 2020

<span style="text-transform:lowercase;">i</span>4C

i4C

14th March 2019

Leave a reply Cancel reply

Your email address will not be published. Required fields are marked *

×

User Details

Login or Register

Join Our EATT Conference

Conquest Detailed Report

Cyber Security Hub

Discover New Tech

Join Our Forum

Rate Your Systems

An  website

Designed by Elegant Themes | Powered by WordPress

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