Seccl’s Head of Customer, Dan Marsh, catches up with James Priday, CEO of P1 Investment Management – whose P1 Plat-form was recently shortlisted for ‘Platform of the Year’ at the prestigious Money Marketing Awards (and has been voted number 1 by advisers for customer service three quarters run-ning in the lang cat’s 2021 adviser ratings).
He’ll be asking what led P1 to set up a platform in the first place (and what tips they’d give to other firms thinking of doing the same); why they’ve chosen to embed technology so firmly within their business (even building out an engineering team of their own); and what’s on the horizon for the market.
If you’re an advice or investment management firm looking to understand how technology can add value to your business, this one’s not to be missed!
Impact of owning your own platform on your business
Key responsibilities of a platform-operator
Key questions to ask third-party API providers