Replatforming is no easy journey, for the provider or for the adviser. In this episode of Connect the Dots, Georgina Smith gets into the details of replatforming with INN8’s Executive, Mickey Gambale.
The two dive into the South African investment platform landscape and uncover the decisions providers need to make to build a solution fit for the adviser’s business.
They then look at what advisers need to ask when choosing a platform for their business in order to adapt really quickly to regulation requirements.
Featuring:
Mickey Gambale
Executive: INN8
Georgina Smith
Head of Distribution and Sales: INN8 Investment Platform
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Related resources
- Download: Everthing you need to know about choosing an investment platform fit for your business can be found in our whitepaper, Power of Platforms, available now
- Watch these: The Investment Platform team kicked off a video series, discussing everything you need to know about investment platforms
- Read: How does tech influence your client’s expeirence? This article explains: Reimagining Customer Service With Data and Tech
- Back in time: An oldie, but a goodie, this article shares insights from advisers about how to think about tech in the business: Wealth Managers and the ever changing world of technology
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