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F&TRC highlights what advice firms want from Fintechs

26 April 2020

Advisers are increasingly looking for simplicity, efficiency and security in the fintechs they use, according to Financial Technology Research Centre.

Advisers attending the Empowering Advice Through Technology conference, hosted by F&TRC, were asked to vote for the four most innovative propositions which also incorporated simplicity, easy integration, security and seamless user experience. Those companies with the most votes received Best in Show awards on the day.

The four propositions included InterGen Data, an artificial intelligence programme providing users with a predictive cash flow forecast; Moneyinfo, an adviser-branded client portal and apps to support the advice process through an aggregated view of the client’s entire financial life; Origo/Beyond Encryption, showcasing their Unipass Mailock email encryption solution; and Wealthify, an investment platform designed to assist advisers in servicing smaller clients.

Other participants who took part in the conference demos included 7iM, Advisorstream,. Focus Solutions, i4C, Intelliflo, iPipeline, Nuance Communications and Preamium. 

Commenting on the conference, Jon Barham of Bankhall said: “It reinforced my views that financial services needs to embrace the range of AI/software to help their businesses and deliver better client experiences.”

Ian McKenna, director, F&TRC (pictured), said“The Best in Show results demonstrate the issues that advisers are currently most focused on; delivering better information to clients, cyber security and harnessing the power of artificial intelligence.  All winners have exceptional propositions that can really help adviser firms.”

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