In this week’s episode of IFA Talk, IFA Magazine’s weekly podcast, we focus on data, talking about how advisers can turn raw client information into really personalised financial planning.

Joining us to do so is by Rowan Whittington, Chief Product Officer at Dynamic Planner. Rowan sits on the Senior Leadership Team and leads on new and emerging initiatives across the business. She’s got a particular focus on Tram, their white-labelled mobile app designed to support digital advice journeys.

Together, we’ll discuss what ‘good data’ really looks like inside a modern advice business, and how client behaviour is changing with the real-time digital access they have now.

Along with that, we’ll also dive into the ever-present topic of AI, asking what the next five years of AI and automation might mean for data-led advice.