If 2020 has taught us anything in the investment platform industry, it’s that we need to be flexible, be insightful, and be able to respond rapidly to ever-changing adviser and client needs. Michael Summerton explains.
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I see a great deal of wealth managers in my working week. With every adviser firm I visit there is usually a lady or gentleman who is front of house and who greets me.
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What does it mean to deliver the future? We review what an investment platform can and should be doing to make wealth managers’ lives simpler and easier, enabling them to spend more time doing what they love – advising clients.
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I see a great deal of wealth managers in my working week. With every adviser firm I visit there is usually a lady or gentleman who is front of house and who greets me.
Continue reading
What’s that magic ingredient that combines with tech and data to deliver a truly exceptional and delightful client experience? To start off the year, click through to explore with INN8’s Michael Summerton how to solve for χ to transform your business.
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At INN8, collaboration is very important. In fact, it’s one of our service promises, the underlying essence of how we are “adviser inspired”. Collaboration is innate to who we are.
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I see a great deal of wealth managers in my working week. With every adviser firm I visit there is usually a lady or gentleman who is front of house and who greets me.
Continue reading
At INN8, collaboration is very important. In fact, it’s one of our service promises, the underlying essence of how we are “adviser inspired”. Collaboration is innate to who we are.
Continue reading
While the financial industry has typically employed studious, serious, academic types who dress in suits and look and sound very smart, INN8 sees through that. Michael Summerton is one such example.
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