Join us for the next installment of the AdviserTech Unplugged podcast to hear Dr Emma Black, CEO at Cascade Cash Management talk about the journey she’s been on to gain insight into the financial wellbeing of consumers, and how Cascade Cash Management is in a unique position to create technology and financial products that deliver the desired outcomes for end users to help them meet objectives, hosted by our MD Tessa Lee.
Emma discusses the idea that there is a gap in the market for clients that are left to ‘shop around’ ranges of financial products and services with little or no guidance, and how an Amazon / Apple style marketplace that is very much focused on consumer needs, giving access to the whole of market, is still missing. Emma suggests there is a big opportunity for innovators to come forward and build solutions to overcome these challenges.
From Pensions to Pixels | Dan McMahon from Hyman Robertson | S3 E5
Regulation Innovation | Henry Cobb on Navigating Change | S3 E4
What’s keeping financial advisers awake at night? | Matt Jeffery from Alpha FMC | S3 E3
Ruth Handcock on Transforming the Advice Industry | Octopus Money | S3 E2
A Journey in Finance | Insights from the Verve Group | S3 E1
Who’s afraid of the big, bad technology adoption? | How Advisers have used technology over time | S2 E6
How to navigate through a moving landscape | Essential technology for Financial Advisers and Wealth Managers | S2 E5
Getting your advisers excited for launch | How to release new tech to your staff and clients | S2 E4
Connecting in the most positive way | Advice firms controlling their platform experience | S2 E3
65 is the loneliest number | How to be a financial adviser that won’t get left behind | S2 E2
The gale of creative destruction | What Adviser Technology is lacking | S2 E1
Ep 23: The Consumer Duty All-Stars
Ep 22: Turning around business quicker feat. Wendy Fisher, Progeny
Ep 21: The road to B-Corp feat. Anthony Villis, First Wealth
Ep 20: The importance of empathy as an adviser feat. Giselle Clayton, Financial Planner
Ep 19: Onboarding clients from the get-go feat. Anna Wren, Administration Manager at Motus
Ep 18: Saving 100 business days per year - feat. Dominika Sieradzka-MacCuirc, Founder of RIE Solutions
Ep 16: Talking Tech with Tim Walton, Aviva’s Platform and Fintech Integration Manager
Ep 15: Supporting the Trailblazers with Lewis Hamm from O-IM
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