AdviceTech Catwalk
In a first for the lang cat, 2024 sees the launch of our AdviceTech Catwalk.
In a first for the lang cat, 2024 sees the launch of our AdviceTech Catwalk.
At the AdviceTech Catwalk, we gave companies who are building exciting kit that advisers and planners might be using in the next few years a chance to show what they’re up to.
These are firms who don’t normally get to stand in the spotlight; they might be pre-revenue or even bootstrapping themselves out of the startup phase. We don’t care about that. What we do care about is that what they’re doing is genuinely different and potentially useful to UK advisers and planners.
We selected five of the most exciting firms and invited them to strut their stuff. An expert panel of industry legends from across the sector (check them out below) grilled each one and the audience had the same opportunity.
At the end, the audience got to vote on the Best In Show, and the winning firm – ZeroKey – won an infinitesimally small prize of our choosing, along with bragging rights.
Sound like fun? Here’s how to get involved…
Booking for the AdviceTech Catwalk is now closed.
1.00pm Doors open for networking
2.00pm Welcome
2.05pm Keynote, Ruth Handcock, CEO, Octopus Money
2.35pm Demonstration sessions part 1 with expert panel plus audience Q&A
3.45pm Break
4.15pm Demonstration sessions part 2 with expert panel plus audience Q&A
5.05pm Panel round up and vote
5.35pm Closing keynote, Adrian Durham, founder and group CEO, FNZ
6.00pm Evening entertainment begins
Adrian is the founder and Group CEO of FNZ and has overseen the development of the company since it started in 2003. He is currently based in the company’s Munich office. Prior to founding FNZ, he worked as an equity analyst for NZ investment bank Jarden. Adrian has a BSc (Hons 1st Class) in physics and mathematics, and a BMus in performance piano, both from Victoria University Wellington.
Alex is CEO and co-founder of Platform One. He is an advocate for the advancement of the platform’s technology, both through the development of new systems internally and through acquisitions. He launched a tech company in 2017 and a regulated platform in 2019. Before moving into financial services, he worked for four years in cybersecurity. Alex is also an alumnus of Imperial College Medical School and Business School.
Helena Wardle is an experienced chartered financial planner, co-owner of Smith & Wardle Financial Planning and founder of Money Means, a new financial planning app. She is a passionate advocate for fighting the advice gap. Having seen from the inside how the financial planning industry is failing to help more people’s needs, she has shaped Money Means to make a dent in a big industry problem.
Ruth Handcock is CEO of Octopus Money, which offers money coaching and advice to millions of people across the UK. Previously she was CEO at Octopus Investments, and before that she was a founding employee at challenger bank Tandem, responsible for achieving their banking licence. Ruth is also passionate about education - in finances and beyond - having spent a year working in the Ministry of Trade in Sierra Leone to attract overseas investment.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
