Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology

FinTechRetirement planningInvestments
Written By Melissa Canham
 

You can also listen to the episode on Spotify and Apple Podcasts.

In this episode:

Join us for a fantastic episode with the energetic Abraham Okusanya and industry expert, Jonathan Gunby (CEO of Transact).

Here’s what is covered in the episode:

  • How Jonathan came to join Transact - from CTO to CEO

  • Where does Integrafin fit in

  • Does Transact really have no competitors?

  • Ian Taylor & the legacy he left behind

  • Is there a benefit to not being outsourced?

  • How will the market evolve in the coming years

Who is Jonathan Gunby?

Jonathan has over 30 years of financial services experience both in the UK and internationally. Jonathan has a BA in Business Studies from De Montfort University, Leicester, and is a Fellow of the Chartered Institute of Marketing.

Find Jonathan here:

Melissa Canham
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Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood 
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