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Mark Loosmore talks financial services tech and what's new at Iress with his special industry guests.... more
FAQs about Loose Change:How many episodes does Loose Change have?The podcast currently has 10 episodes available.
March 17, 2020A special acquisition edition with Graham MillerFollowing the recent announcement that Iress has acquired O&M Systems, Mark is joined by its founder, Graham Miller, for a special edition of Loose Change. ...more27minPlay
February 13, 2020Getting the most out of client portals with Tessa LeeThis week Mark and Tessa Lee, MD of MoneyInfo, dive into the topic of client portals. They discuss top tips for advisers introducing a client portal, the value of competition in technology and Tessa's biggest inspirations - in business and in rap....more30minPlay
February 03, 2020When behavioural science meets fintech with Michael FreeMark has Michael Free on the podcast - CEO and Founder of Be-IQ, a UK-based behavioural insights fintech. Mike and Mark discuss how technology can be designed and applied to maximise client engagement in financial services. ...more34minPlay
January 16, 2020Supporting entrepreneurial IFAs with Nuala ClampMeet Nuala Clamp, Head of Xplan Managed Services at Iress in the UK. Nuala is truly passionate about supporting IFAs to deliver quality advice to their customers, through software and service. You will soon see why she’s an inspirational force at Iress....more31minPlay
December 19, 2019Marketing and social media with Laura JanesLaura Janes, founder of financial services marketing agency, Uniquity, joins Mark to talk marketing, social media, brand and more....more29minPlay
December 05, 2019Client Portals with Richard RossThis week 'Client Portals' is the big theme on Loose Change, as Mark chats with Iress' Digital Product Manager, Richard Ross. ...more30minPlay
November 21, 2019The evolution of adviser technology with Pete Williams and Allan ClarkeMark chats with Pete Williams and Allan Clarke, who both work in senior Account Management roles at Iress. They reflect on how far financial services regulation, technology and adviser attitudes to technology have shifted. They also discuss to what extent a firm’s size affects their technological needs....more32minPlay
November 08, 2019Client partnerships that deliver with Alex HoreMark is joined by Alex Hore who heads up Account Management for Wealth and Trading at Iress. Passionate about helping clients realise the full benefit of their technology, Alex discusses how he and his team approach account management. He also offers an insightful comparison between the UK and Australian markets....more24minPlay
November 01, 2019Nailing payments with Cat HarsantCatherine Harsant discusses the role of technology in financial advice businesses including electronic remuneration management and client engagement...more20minPlay
October 17, 2019Building a software community with Sara Row Sara Row joins Mark to discuss the latest Iress initiative - the Iress community....more19minPlay
FAQs about Loose Change:How many episodes does Loose Change have?The podcast currently has 10 episodes available.