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

Select Page

Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020

Posted by Ian McKenna | Nov 4, 2020 | Change the Game, Client Portals, Events, Insights, Integrations, intelliflo, Mortgage Practice Management Systems, Open Banking, Personal Financial Management, System Review, Wealth Practice Management Systems | 0 |

Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020

Share:

Rate:

PreviousHow Advisers Can Take Advantage of Open Finance: Highlights from the October Investment Forum Part 4
NextEverything You Need to Know About the STAR Initiative: Part 1

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

What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market

What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market

18th June 2019

EATT2019 Plenary Session 4: Choosing the right automated advice solutions – letting technology do all the hard number crunching

EATT2019 Plenary Session 4: Choosing the right automated advice solutions – letting technology do all the hard number crunching

3rd March 2022

Finovate Fall 2013: MoneyDesktop

Finovate Fall 2013: MoneyDesktop

10th September 2013

Making Better Suitability Reports: June AdviceTech Forum Part 2

Making Better Suitability Reports: June AdviceTech Forum Part 2

11th August 2021

Leave a reply Cancel reply

Your email address will not be published.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

×

User Details

Login or Register

Join Our Forum

Discover New Tech

Rate Your Systems

Conquest Detailed Report

Cyber Security Hub

Join Our EATT Conference

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.