In | Vest West 2018: FIDATO WEALTH AND FACET WEALTH – A CASE STUDY IN MIGRATING CLIENTS’ WHO NO LONGER FIT THE PROFILE OF A FIDUCIARY FIRM

Posted by Ian McKenna | Dec 7, 2018 | Events, Finovate | 0 |

About The Author

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.

In | Vest West 2018: FIDATO WEALTH AND FACET WEALTH – A CASE STUDY IN MIGRATING CLIENTS’ WHO NO LONGER FIT THE PROFILE OF A FIDUCIARY FIRM

About The Author

Ian McKenna

Leave a reply Cancel reply

User Details

Advice Tech Hub

Adviser Tech Ratings

AdviceTech Forum

EATT Conference

Ecosystems

In | Vest West 2018: FIDATO WEALTH AND FACET WEALTH – A CASE STUDY IN MIGRATING CLIENTS’ WHO NO LONGER FIT THE PROFILE OF A FIDUCIARY FIRM

About The Author

Ian McKenna

Related Posts

Finovate Fall 2014: MX

ESG Experts Explain: How Advisers Can Prepare for Coming Regulation Changes

May AdviceTech Forum Recap

In|Vest West 2019: Financial Advice – An Industry approaching a tipping point

Leave a reply Cancel reply

User Details

Advice Tech Hub

Adviser Tech Ratings

AdviceTech Forum

EATT Conference

Ecosystems