Adviser Software
  • Discover New Tech
    • AI Tools & Services
    • Wealth Systems
    • Mortgage Systems
    • Protection Systems
    • Ecosystems
  • Rate Your Systems
    • Adviser Tech Survey
    • Mortgage & Protection Survey
  • Events
    • Join Our Next Forum
    • Previous Forums
    • CDA Tech Forum
    • AI in Financial Advice
    • Empowering Advice Through Technology
    • External Conferences
  • Our Views
  • Directory

Select Page

Ian McKenna: iPipeline to Roper

Posted by Ian McKenna | Sep 9, 2019 | System Review | 0 |

Ian McKenna: iPipeline to Roper

Share:

Rate:

PreviousIan McKenna: United Income to Capital One
NextIan McKenna: Midwinter to Bravura

About The Author

Ian McKenna

Ian McKenna

Ian founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon. A boutique consultancy the firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. As part of this work the firm work with many of the U.K.’s leading long-term savings institutions, financial advisers and technology providers to identify emerging technologies that can transform customer relationships. More recently the firm has added its own InsureTech and RegTech ventures to help advisers ensure they help consumers find the life insurance and workplace pensions solutions that best meet the needs. In addition to developing a UK view Ian travels extensively to identify similar trends around the world and the lessons that can be learned from other countries.

Related Posts

Are there better virtual meeting solutions than Teams and Zoom?

Are there better virtual meeting solutions than Teams and Zoom?

10th December 2020

What do Amazon and Apple’s consumer personal finance plays mean for advisers, platforms and asset managers?

What do Amazon and Apple’s consumer personal finance plays mean for advisers, platforms and asset managers?

25th October 2022

What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market

What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market

18th June 2019

The tool aiming to streamline financial planning processes

The tool aiming to streamline financial planning processes

29th June 2021

User Details

Login or Register

EATT Conference Jan 2025

DYNAMIC PLANNER REPORT

AI CONFERENCE 10 JUL 2024

Technology Research Studies

Join Our Forum

Discover New Tech

External Conference Insights

Cyber Security Hub

An  website

Designed by Elegant Themes | Powered by WordPress

  • Meet The Team
  • Privacy Policy
  • Terms & Conditions
  • Timeline
  • Contact Us
We use cookies to track usage of our website using Google Analytics. Click here to opt-out.
Do you want to receive our latest updates via email?