Technology Forum
This Forum will explore how technology can help firms to meet Consumer Duty requirements, for example evidencing the delivery of good client outcomes.
It will be chaired by Ian McKenna, "FinTech evangelist", and is open to all Alliance members with an interest in FinTech and getting Ian's insight on developments in other countries.
Ian says “There are a number of forums and groups that support advisers who are active adopters of technology, but we want to help those who are keen to adopt technology but are seeking help with the practicalities."
The latest Forum explored how technology can perform a key role in demonstrating ongoing service and advice. This has become a hot topic in recent months and is an issue that affects firms of all sizes. This webinar featured two adviser firms putting technology at the heart of their processes, please use the links below to hear a recording.
Links to audio recordings of previous Technology Forums
- Consumer Duty and using technology to demonstrate ongoing advice (April 2024)
- Good practice and due diligence when adopting artificial intelligence (February 2024)
- Intergenerational wealth transfers, foreseeable harms and effective continuity plans (December 2023)
- Maximising client security and creating new opportunities (November)
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Ian McKenna
Ian McKenna is CEO of Financial Technology Research Centre (FTRC) which he founded in 1995. 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 UK’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.