If financial advice and planning services are the building blocks which will grow our business, then I would have to say technology is the foundation. As an experienced CTO who has spent many years working in the financial services industry, I have seen the benefits of a robust technology provision again and again – it really does pay dividends in the long run to take the time to get your tech stack right from the very beginning.
Launching Liberate Wealth has been an exciting and unique opportunity to do just that. We have carefully vetted a variety of tech applications and invested in market leading solutions that will really work, relieving the burden of reporting/regulatory compliance and enhancing the experience of our adviser teams from the outset with a system that is future-proof. Technology is the backbone to our entire business infrastructure and will incorporate the use of apps, cloud-based technology, interconnected systems via APIs and client facing applications to deliver a seamless experience for clients and, importantly, an enhanced working life for our advisers.
The intention of our senior team for this early investment in industry-leading technology isn’t just the obvious easing of the day-to-day tasks our advisers undertake. Less time spent grappling with clunky systems that constantly fall over ultimately means more time which can be dedicated to client servicing, garnering new contacts, and fulfilling their career potential with training and mentoring.
Liberate Wealth advisers will have the full backing of a senior team who appreciate what they do and will invest in the infrastructure to allow them to perform their jobs with excellence. If you are an established financial planning business looking to evolve with a partner who can provide the infrastructure you need, contact our team for a personal introduction - it all starts with a conversation.
