Loose Change

Following 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. 

This 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.

Mark 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. 

Meet 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.

Laura Janes, founder of financial services marketing agency, Uniquity, joins Mark to talk marketing, social media, brand and more.

This week 'Client Portals' is the big theme on Loose Change, as Mark chats with Iress' Digital Product Manager, Richard Ross. 

Mark 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.

Mark 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.

Catherine Harsant discusses the role of technology in financial advice businesses including electronic remuneration management and client engagement

 Sara Row joins Mark to discuss the latest Iress initiative - the Iress community.