‘Anyone who says technology has solved everything is completely bonkers,’ says Ross Sleight, chief strategy officer at Somo, our guest in this episode.

For those not in the know, Somo is a digital agency with experience of working with high street banks, wealth managers, and investment research companies.

In this episode, Sleight discusses the fintech revolution and what it might mean for financial advisers in terms of the client experience, robo-advice, tech integration and more.

In particular, he makes a strong case for how advisers can benefit from technology, while also highlighting the strength of interpersonal relationships, and reflecting on how people continue to misunderstand the relationship between people and tech.

‘Technology assists us, and allows us to do things in completely different ways and solve completely different problems,’ he says. Technology is never taking away face-to-face chat or the trust factor that exists between two people.’

‘Financial advisers need to utilise tech where it makes sense to serve their audience needs. You have to work out where the benefit and real pain point is for your customer, and what is it that you need to change.’