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The Citywire Fintech Forum is back.
When we launched our first Fintech Forum earlier this year it was new territory for Citywire. Yes, we have written about wealth and advice technology for years, but never before had we devoted an entire event to it. I am glad this is no longer the case.
The technology conversation has moved on significantly in the past five years. At one point it was a ‘nice to have’, or even a ‘nice to consider’. Now, however, we find ourselves on the verge of serious innovation, with clients likely to receive services that are more intuitive, personalised, efficient and effective.
Advisers and wealth managers are also big winners here. Developments in tech mean we are getting towards a place where two-way client communication is simple, rekeying data is a thing of the past, clients are easier to understand, and practice management is in one place and makes sense. I could go on.
We have a great forum lined up this afternoon and I am confident that each speaker will give you something new to think about. I am also excited about our keynote session with tech-philosopher Somi Arian. Somi is going to be assessing the ever-changing relationship between humans and technology, and how our understandings of work and business infrastructure can be adapted for success in evolving working environments. This is bigger picture thinking and I am confident we can apply it to make wealth management and planning even better.
Tech, as mentioned earlier, is no longer a ‘nice to have’. Seeing how it can make us all more effective, compliant, efficient and profitable, the question to ask is ‘why wouldn’t you embrace it?’
Here’s to another great afternoon of tech innovation and mastery, which I very much hope you enjoy. As ever, thank you for joining us.
Our events (both real and virtual), news, technology and analysis inform asset managers, investors and intermediaries around the world about the changing shape
of a $75 trillion industry that channels the investments of millions of individuals, businesses and institutions.
Our mission is to help everyone within asset management Make Better Investments™.
We employ around 240 people with offices in London, New York, Munich, Milan, Singapore and Brighton.
Citywire is a leading global provider of intelligence and insight about asset management
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Head of Audience Development - UK
ian Horne
#CWFintech #CitywireVirtual
Welcome to Citywire
Virtual Fintech Forum 2
This showguide is best viewed
on a larger screen.
© Copyright Citywire Financial Publishers Ltd (“Citywire”), 2020. All rights reserved. The content of this presentation/guide is proprietary and confidential and is protected by the laws of England and Wales and applicable laws of other countries throughout the world. This presentation/guide is only for the exclusive use of the intended recipient. Any unauthorised reproduction, distribution or exhibition of this presentation/guide or any of its content is prohibited. For the avoidance of doubt, you must not use our show guide for the purpose of building a database or to use this for your own commercial exploitation by its inclusion in your own activities and services. Use of the data in this way may result civil liability, criminal prosecution or both.
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Assess how technology solutions can deliver better client interactions and plans
Consider how client and practice management can be more efficient and compliant through tech
Look at tech developments within and beyond our sector, and what they mean for planning and wealth
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Thank you for joining us at the Citywire Fintech II Virtual Forum 2020!
This digital show guide provides you with all the information you need throughout the afternoon, so be sure to familiarise yourself with the agenda and tech tips.
We hope you enjoy the keynote speaker and find the virtual workshops valuable. All feedback given is hugely appreciated, and will enable us to improve our live and virtual events year on year.
If you have any questions or are having connectivity issues please do not hesitate to contact one of the Citywire team.
I hope you enjoy the afternoon!
Kind regards,
thank you for coming
the team
Support Team Lead
Sab Bhamra
Client Liaison Executive
Chernice Parsley
Product Development Director
Nick Collard
Delegate Liaison Manager
Harriet Howe
julieta cruz-rogers
Head of Events, UK, Italy, Spain
+44 (0)7585 300 372
Global Head Of Sales
Dan Russell
Siona Riordan
Delegate Liaison Executive
+44 (0)7838 178 113
harriet howe
Delegate Liaison Manager
+44 (0)7557 740562
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Zoom provide a large number of numbers to dial in to Webinars located here. This will be on your calendar appointment you received from Citywire events team. You will need your meeting ID and password (also in your calendar appointment).
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If your company has blocked the use of Zoom, you can watch the whole event from this website.
Each session will be streamed to this webpage so you won’t need to connect to Zoom to be part of the action.
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workshops
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Centology
i4C
moneyinfo
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Amanda Darnton
Sophie Jowett
Speaker
Representatives
Demonstrating the need for robust compliance, while incorporating examples of how technology can be used to facilitate clean data, efficiency, and a high level of client satisfaction, leading to retention.
Workshop objectives
Our presentation will demonstrate that the technology of the future is here today, providing seamless vertical integration and complete control of your data in one environment.
Utilising our industry experience and consultation with a wide variety of FinTech users, it was clear financial services needed to adapt and improve its technology habits. Centology paves the way for a different and more efficient way of working; focusing on data integrity, automation and streamlined reporting.
Centology will show you what is possible with robust, complete, and integrated data you can rely on.
It will show you the accessibility, allowing you to grow your client base infinitely.
The future is here now!
14:30-15:10
JoIN live video
14:30-15:10
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Intermediary Partnership Director
Centology
T: 0345 646 1055
Sophie Jowett
Sophie is Business Partnership Director for Centology. Sophie began her career with 10 years at Skandia, before joining Brooks Macdonald in 2010 on the Business Development team. Her role quickly developed and as National Manager of ABDMs she became responsible for the management of the telephone sales team and was a member of the Brooks Macdonald Management Committee. With 20 years experience in Financial Services, Sophie joined Centology in August 2020, to help build, develop and maintain intermediary relationships
Business Support Manager
Centology
T: 0345 646 1055
Amanda Darnton
Amanda has an extensive amount of varied business knowledge and has been involved with Centology since its conception. Currently responsible for ensuring that the day to day running of the business, along with all new technology that we develop is fully compliant. Amanda was previously working within local government on business development, compliance, and developing new processes, including Improvement of systems. Before that Amanda was a logistics manager for over 15 years.
Founder
Centology
David Stamp
David is a successful entrepreneur and embraces technology.
IFS was established in 1989 and the administration arm ABS in 2002. David diversified more, creating a sister company which has developed a technology platform for IFA’s. He also runs ECP providing a full spectrum of support Corporate clients.
David was also the founding member to create a CIP for clients called the Sentinel Fund, for which he is in the process of obtaining approval for a DFM business.
Centology was created by IFA’s for IFA’s, derived from a need to improve technology within financial services. After 30 years using various systems with limited capabilities, Director David Stamp founded Centology to create the end-to-end solution he was looking for.
Centology provides a much-needed software resolution, dragging FinTech in to the 21st Century and beyond. Users can log in to one environment and view or manipulate the one and only version of their data. Centology’s streamlined approach allows for quick, efficient, and comprehensive reporting across all aggregated data.
Centology also promotes corporate social responsibility. Less consumables, reducing carbon footprints for both you and your client, flexible working, and accessibility for people with disabilities.
Improve your user experience and client journey with Centology.
T: 0345 646 1055
www.centology.co.uk
Rob Tedder
Carly Robbins
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Representatives
1. To understand cashflow modelling tool capabilities
2. To understand the value to clients of using cashflow modelling interactively
3. To understand how cashflow modelling can answer your clients major questions
Workshop objectives
Cashflow modelling is increasingly seen as an essential part of the
financial planning process. Bringing financial plans to life when used
interactively with clients.
However, adapting to change in a coronavirus world has been difficult and technology should be at the forefront of enabling client relationships to be maintained and enhanced.
Rob and Carly will discuss how i4C has helped users engage with clients and address some of the key issues faced including:
- The impact of black swan events on lifetime plans
- How protection is more important than ever to incorporate into a financial plan
- How technology can be used live, despite the covid restrictions.
- Business efficiency through an intuitive cashflow tool
Maximum impact. Minimum time. Unleash the power of cashflow modelling
16:00-16:30
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16:00-16:30
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Client Cashflow Solutions Manager
i4C
T: 0203 308 9448
Rob Tedder
Fourteen years of paraplanning experience gives Rob an understanding of the inner workings of wealth management from an administration and more technical perspective.
Rob has lived and breathed the development of i4C cashflow modelling software from an initial spreadsheet to the powerful application you see today. He’s seen first-hand the enhancements it can add to a firm’s core proposition, from both a client and business value perspective.
Rob is passionate about cashflow modelling and the benefits it can provide. And also the process of educating firms to use cashflow live and interactively with clients drawing on his own experience to demonstrate how this can be done.
Rob believes in lifetime financial planning, having seen the transformational impact it can have on both clients and businesses.
Client Cashflow Solutions Consultant
i4C
T:0203 308 9448
Carly Robbins
Carly joined i4C in May 2019 and brings with her a varied career in Financial Services spanning 20 years.
Level 4 Diploma qualified and a Certified Practitioner in Data Protection, her experience includes roles in compliance, sales and as a Senior Paraplanner in a Chartered Practice. Carly has worked with financial planners throughout her career and has a thorough understanding of the challenges faced by individuals and firms.
Carly is passionate about cashflow modelling and the benefits it can provide, not only for a client but also for the wider business. She draws from her Paraplanning experience and educates firms on how to use cashflow live and interactively with clients, demonstrating that with the right tools in place, it can be done easily and consistently.
i4C is a leading UK-based cashflow planning provider that enables the creation of simple or complex personal cashflow plans.
Using i4C, financial planners convey the quality and value of their advice in an engaging and informative way. Feature-rich and easy to use, the i4C technology enables planners to discuss and clearly demonstrate complex scenarios with clients, adapting to changes and events with clarity and confidence.
i4C helps drive profitable relationships and increase client engagement while supporting resilient compliance and advice processes
Sim Sangha
Charlotte Keegan
Biography
Tessa Lee
Speaker
Representative
Showcase how moneyinfo can support advice firms in delivering secure communications, automated processes and a better client experience.
Workshop objectives
During Covid we’ve undergone a ten-year digital transformation in ten weeks. Digital communications are the new normal and your client expects to communicate with you securely through whatever devices they are using.
In this short session, we’ll show you how moneyinfo can revolutionise your business and deliver a better client and adviser experience through your own fully branded app, integrated with your existing systems.
Not all portals are
created equal
15:20-15:50
JoIN live video
15:20-15:50
JoIN live video
Managing Director
moneyinfo
Tessa Lee
With over 20 years’ experience in the Financial Services industry including 9 years at 1st Software (now Iress), and 2 years at FinQS, Tessa has worked closely with a wide range of clients from National IFAs and Networks, Wealth Managers, DFMs and Employee Benefits Consultancies, to smaller Financial Advisory and Financial Planning companies. Tessa has directed a number of large scale programmes, delivering bespoke solutions for Wealth Management and Workplace clients.
Tessa knows moneyinfo inside and out from her experience working as Product Director for a number of years before becoming Managing Director in early 2017. She has extensive programme and project management experience and holds a number of the CII Financial Planning qualifications from FPC to Business Financial Planning.
Business Development Director
moneyinfo
T: 03303 600300
www.moneyinfo.com
Sim Sangha
Sim is Business Development Director for moneyinfo, the leading supplier of account aggregation and client portal technology for the wealth management and financial advice sectors. Sim is experienced in advising on digital strategy to a large range of clients from small to national advice and investment management businesses as well as workplace specialists.
Sim has 16 years’ experience in the Financial Services technology industry including 7 years at 1st Software (now Iress) and 2 years at FinQS before joining the board of moneyinfo in 2010. He is regularly asked to speak at high profile industry events relating to all things fintech.
Sim has a BA in Economics and a number of financial qualifications including the Investment Management Certificate (IMC).
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moneyinfo is a private fintech firm based in Warwickshire specialising in client portals and mobile apps for financial advice firms. Our software is designed to help advisers address the communication challenges of the 21st century with their own secure, branded client portal and mobile app.
We are proud to work with some of the UKs most exceptional advisory and investment management businesses including Saunderson House , RC Brown Investment Management , Saltus Private Clients , Whitechurch Securities , Progeny Wealth , and many more.
moneyinfo brings a client’s entire financial life including all of the associated documentation and 3rd party personal finance accounts together with a single login, available on any device, regardless of the multiple investment platforms, back office or portfolio management systems used by the wealth manager.
Our objective is to help advice firms take their propositions online, communicate securely with their clients and compete effectively against other digital emerging threats aiming to dis-intermediate professional advisers.
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Charlotte Keegan
Biography
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PROFILE
Richard Anderson
Lucy Taylor
David Stamp
IFA, Head of Client Services and Compliance Oversight
Centology
Lucy Taylor
Lucy has been an IFA since 2012. Her team look after 7 Advisers and thousands of clients. Having the experience of working in an advisory and back office capacity, Lucy has a diversified skillset.
Working alongside the IT team to develop and enhance the systems in use today, Lucy has taken a pragmatic approach in constructing the Compliance framework to ensure that the regulatory and PI insurance requirements are met.
Chief Technology Officer
Centology
Richard Anderson
Richard has been a member of the team since 2004, working on various projects across the group.
He has been fundamental in building the technology infrastructure adopted by the business, as we have recognised, clean data is key. Richard has been developing the system to ensure data is captured and processed in a robust manner.
He is a specialist in his field with in-depth knowledge of the financial service industry.
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SOMI ARIAN
Somi Arian is a Tech Philosopher and a ‘Transition Architect’. As humans merge with technology, and society enters a new phase of evolution, Somi works on frameworks to address the challenges ahead.
Arian is an Author, Award-Winning Filmmaker, Entrepreneur, and a LinkedIn-Top-Voice in the UK. Arian’s documentary, The Millennial Disruption, has won three international awards, and her book, Career Fear (and how to beat it), was released in August 2020.
Arian is the founder of Smart Cookie Media, a modern-day Digital Marketing firm for thought-leaders. She is also the co-founder of Career Drive, an online platform that uses entertainment to teach emotional intelligence, and an investor and advisory board member of NuroKor Bioelectronics, an exciting wearable technology startup.
With a background in philosophy of science and technology and over a decade of experience in film and TV, Somi Arian applies an interdisciplinary approach to understanding the impact of technology on consumer behaviour and the future of work.
16:40-17:20
JoIN live video
16:40-17:20
JoIN live video
Tech Philosopher, Entrepreneur, Author and Investor
The Future of Finance Post-COVID
Covid-19 has brought on an acceleration of technological developments, we knew were coming. Disruption is now at the door of every industry, and finance is not an exception. As humans merge with technology, and society enters a new phase of human evolution, we need to develop frameworks to address the challenges ahead. Join tech philosopher and 'Transition Architect' Somi Arian in a fireside chat to discuss how the Finance Industry can prepare for technological transition and redefine its foundations.
