Providers: Feel free to continue shovelling sh** through adviser’s letterboxes
There’s a technical term I use when describing the current state of the advice, platform and wealth tech stack in the UK: It’s a pile of poop. Applications are decades old, have total disregard for the user journey, and don’t even get me started on APIs. I mean, could any of these systems actually talk to each other?!! But don’t worry, I’ve got a plan to get us out of this mess.
Matt Pitcher talks tech, consolidators and breakaways
Abraham Okusanya speaks to Matt Pitcher, Managing Partner at Altor Wealth Management, in episode 22 of Retirementals. Matt is a big technology user, having built his own CRM and he sheds light on the current financial advice market.