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: Midwinter to Bravura

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

Ian McKenna: Midwinter to Bravura

Share:

Rate:

PreviousIan McKenna: iPipeline to Roper
NextIan McKenna: i4C to Intelliflo

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

Quality Analyser: Helping advisers compare products based on quality

Quality Analyser: Helping advisers compare products based on quality

30th May 2019

Ian McKenna: United Income to Capital One

Ian McKenna: United Income to Capital One

9th September 2019

How InvestSuite are using algorithms to make reports clearer

How InvestSuite are using algorithms to make reports clearer

14th June 2021

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?