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The Real Impact of Replatforming on Your Advice Business

Hint: It's a Lot More Than You Think

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What happens when your platform provider upgrades their tech?

Your platform is an important part of your tech stack; it’s integral to the engine that keeps your business running smoothly, but have you ever asked yourself about the tech that sits behind your platform? 

Why would you – it just has to work, right?

In this webinar, host Georgina Smith is joined by Peter Mann, Phil Billingham (from Sales to Advice to Planning) and Mickey Gambale to explore the benefits and challenges that face advisers when their platform provider moves from one piece of technology to another – also known as replatforming.

They will get into the details of why it’s important for you as an adviser understand the real impact of replatforming on your business and arm you with the questions you should ask and the answers you might want to hear.

Watch now to view another robust conversation brought to you by INN8.

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About the webinar

Your platform is an important part of your tech stack; it’s integral to the engine that keeps your business running smoothly. Have you ever asked yourself about the tech that sits behind your platform? Why would you, it just has to work right? But what happens when your platform provider upgrades their tech?

In this webinar, we’ll explore the benefits and challenges that face advisers when their platform provider moves from one piece of technology to another – or replatforms. Why it’s important for advisers to know and understand what it means and what questions you should ask (and a guide as to the answers you might like to hear).

In this session we will look more closely at:

  1. What is replatforming
  2. What your platform provider would be replatforming
  3. What to look out for if your provider is replatforming
  4. The impact replatforming has on adviser’s businesses
  5. The benefits of replatforming
  6. Migration

The speakers

Georgina-Smith-1 (1)

Georgina Smith

Head of Distribution and Client Servicing
INN8 Investment Platform

Georgina holds a strong belief that you’re never too old to learn; that continual development helps people stay motivated to do their jobs better and build a good company culture. Her two decades of work experience has set her up as an excellent manager who builds business value through focussed teams using stretching, but achievable, targets.

Having worked across different industries in both large corporates and small to medium-sized firms benefitting from learnings across her international experience, Georgina brings a fresh, and welcomed, outlook to the team.

Peter Mann

Peter Mann

Chairman for EMEA and Independent Non-Executive Director
Bravura

Based in London, Peter Mann was previously Vice Chairman at Old Mutual Group. Peter was integral to the delivery of that organisation’s growth strategy. He currently is Chairman for EMEA and Independent Non-Executive Director of Bravura.

Prior to that, he held a number of senior roles, including CEO of Skandia, one of the United Kingdom’s largest retail platforms, which was acquired by Old Mutual in 2006, and also CEO of Bankhall, an independent financial adviser network. In his role at Skandia, Peter laid the foundations for expanding the retail platform into the leader it is today. At Bankhall, Peter supported significant revenue growth and steered the company to profit, implementing several new services for existing members across various business lines.

INN8 Phil Billingham

Phil Billingham

Adviser, planner, writer, trainer and business consultant

Phil joined the industry in 1982 and is a past Director of the Institute of Financial Planning (IFP) and the Society of Financial Advisers (SOFA), and a past member of the Financial Planning Standards Board (FPSB) Regulatory Advisory Panel.

A specialist in helping Adviser’s cope with regulatory change, he has worked with Advisers, Planners and Regulators in the UK, Europe, USA, Canada, South Africa and Australia.

Phil is an Associate of the Chartered Insurance Institute (ACII), a Fellow of the Personal Finance Society, a Certified Financial Planner (CFP), a Chartered Wealth Manager and a Chartered Financial Planner. Professional Adviser Magazine listed him amongst the ‘Top 50 Influential Advisers’ in 2005 and 2011

Together with his wife, Shannon Currie, he is an active Planner and Director of Perceptive Planning. This firm has been awarded Chartered Financial Planner status, as well as being nominated as a ‘Top 100’ firm by New Model Adviser magazine in 2013, 2014, 2015 and 2016.

International Adviser has listed him as one of the Top 100 Global Influencers in Financial Services for 2018 and 2019.

Mickey-Gambale

Mickey Gambale

Executive
INN8

Mickey Gambale joined STANLIB in June 2016 as the CEO of STANLIB’s Group Investment Platform. His role focuses on strengthening the organisation’s platform capabilities.

Over the last 20 years, Mickey has built up his experience to include a vast range of financial service skills, from starting a micro-lending and E-commerce business to being an executive at corporate level. Prior to joining STANLIB, Mickey headed up various value propositions within the Momentum Group where he was responsible for premium investment and savings products. Previously, he served in high-ranking managerial positions at African Alliance, m Cubed and OpenGate.

Mickey holds a business management degree, a postgraduate in financial planning, and an MBA in strategic thinking.

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