An intro to financial advice tech in 2021
The pandemic has shown just how crucial technology can be in keeping the financial advice show on the road. But as thoughts turn to life post-Covid, what next for ambitious, forward-thinking advisers?
How can they build on the experience of 2020 and use technology to improve customer experience, reduce costs and build stronger, more sustainable businesses?
In this webinar, Seccl co-head Sam Handfield-Jones gives a whistle-stop tour of the adviser tech market, with particular focus on that most fundamental piece in the technology puzzle: the platform.
Seccl Webinar
What you’ll learn
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How – and why – you should make technology work for you
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Some of the new tech you might want to consider
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How technology is disrupting the platform market
Previous events and webinars
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Podcast
4 November 2022
Coffee with Innovate Finance Podcast
More info -
Podcast
19 October 2022
Democratising wealth management - Podcast by CurrencyCloud
More info -
Webinar
22 September 2022
Introduction to Seccl – How to launch an investment platform
More info -
Podcast
8 August 2022
Citywire WealthTech Show - 'The frontier of innovation': How fintech is changing our financial lives
More info -
Webinar
19 July 2022
Putting hybrid advice into practice: the JustFA platform
More info -
Podcast
13 July 2022
The Behind Login Podcast - How to build an investment app from the ground up
More info -
Webinar
28 June 2022
Meet Seccl’s Partner Launch Squad: helping you get your platform off the ground
More info -
Podcast
14 June 2022
FTAdviser: Do in-house platforms work for every advice firm?
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Webinar
28 April 2022
The CEO Interview: David Ferguson & John Lappin
More info -
Podcast
5 April 2022
WealthTech UnWrapped - Embedded Finance and Financial Inclusion with Mary Kemi Agbesanwa
More info -
Podcast
15 March 2022
The FML Podcast - Growing Your Fintech Start-Up with Mary Agbesanwa from Seccl
More info -
Podcast
11 March 2022
11:FS - Insights: What makes partnerships work?
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Webinar
7 March 2022
Powering investments for all ... is wealthtech failing women?
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Webinar
1 March 2022
Going it alone: the case for a new adviser/platform relationship
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Webinar
27 January 2022
Innovation, automation & operational efficiency: the future of wealth management
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Webinar
25 January 2022
Permission to launch: tips for applying to the FCA for new or varied permissions
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Webinar
2 December 2021
The future of DIY investing: the Tillit story
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Webinar
29 September 2021
Embracing technology - the P1 Platform story
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Webinar
12 August 2021
Crack squads: what can product teams learn from elite military units?
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Webinar
22 July 2021
Advisers Assemble! Why advisers & DFMs are choosing to operate their own platform
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Podcast
16 June 2021
Retirementals - David Harvey on why he created Seccl
More info -
Webinar
27 May 2021
Launching an investment fintech: from idea to reality
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Webinar
18 May 2021
Retail investing post-Covid: tech, trust, transparency (...and Robinhood)
More info
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