Catching the FinTech Wave

From risk profiling to robo-advice, the use of FinTech in financial planning is on the agenda of every financial services boardroom – whether you run an independent financial adviser, a wealth manager or a financial institution. The UK is finally reaching a tipping point as customers, advisers, government, the regulator and technology providers all align to take the industry forward into a digital future and no one wants to be left behind.

Catching the FinTech Wave is for senior executives in financial services and advice firms charged with evaluating or implementing technology for financial advice and planning. It helps you practically address the five big challenges that FinTech brings and avoid being dumped by the wave as it crashes across the industry.

Based on best practice and illustrated by more than 60 individually listed resources including the latest regulatory guidance, it shows step-by-step how to successfully catch the FinTech wave as it grows and swells and how to benefit from the vast opportunities it brings including:

  • Massively growing your firm’s productivity
  • Transforming access to your advice
  • Retaining and growing customers who will be delighted to pay your fees, and
  • Reducing your compliance risk

 

Catching the FinTech Wave is available on Amazon

Read the interview with author, Dynamic Planner CEO Ben Goss

catching the fintech wave, Catching the Fintech Wave

“A compelling read for those building Financial Services Firms, it steers thinking and actions towards the huge potential that exists for those that embrace the content”

Malcolm StreatfieldChief Executive Lighthouse Group PLC

“Delivering personal financial plans demands supporting technology now. Catching the FinTech Wave not only surveys a wide range of options, but actually explains in brilliant fashion how to implement! And the latter is very hard to find”

Tom SheridanCEO, Seven Investment Management

“A 'must read' for any CEO, CMO, CTO or other member of the C suite running an advice firm, life office, platform, or asset manager. Equally essential reading for Fintech start-ups to help them learn about the realities of the world they want to work in”

Ian McKennaCEO of Finance & Technology Research Centre

Author, Ben Goss, Dynamic Planner CEO

Ben Goss BSc MA is CEO of Dynamic Planner and heads the Executive Management Team. He is an award-winning entrepreneur, with more than 20 years’ experience at the forefront of financial services. Ben co-founded Distribution Technology (DT) in 2003 to apply the lessons he has learned about how FinTech can be used to support the provision of high quality, suitable investments and advice to all through advice firms. Dynamic Planner has grown to become the leading provider of risk and asset allocation-based investment process to IFAs.

Previously, in 1998, he co-founded Sort, the UK’s first online investment adviser. Sort took off, delivering regulated advice to more than 1,000 people a day before being sold to the largest online adviser in the US in 2000. In setting up Sort, Ben qualified as a financial adviser. Previously, Ben was a strategy consultant for PricewaterhouseCoopers.

He studied at the University of Bradford in the UK and Indiana University in the US where he was a MacArthur Foundation Scholar. He is a Fellow of the Royal Geographical Society and the Royal Society of Arts.

Ben is a former Ernst & Young Entrepreneur of the Year and winner of the Deloitte UK Fast 50, which recognises the 50 fastest-growing UK tech companies. He has been widely quoted in the trade and national press including The Times, The Financial Times and The Daily Telegraph, and he has blogged for The Huffington Post. He is the author of Catching the FinTech Wave, published in 2017, a guide to adopting FinTech and transforming financial planning firms. He is a regular speaker at industry events, including the Treasury’s International FinTech Conference on his passion for helping advice firms deliver suitable investments and advice using Dynamic Planner.

catching the fintech wave, Catching the Fintech Wave

“At the Personal Finance Society we believe there is a significant opportunity for the advice profession to play a key role in bridging the advice gap by utilising new technologies. Catching the FinTech Wave is a great reference for any firm seeking to benefit from new technologies in the financial advice sector”

Keith RichardsChief Executive Officer, Personal Finance Society

“This entertaining read is full of insights from a pioneer in this industry with nearly two decades of experience. With the market for automated advice set to take off spectacularly, this timely book is essential reading for anyone involved in FinTech advice or financial planning”

Professor Chris BrooksICMA Centre, Henley Business School, University of Reading

“An excellent read. Knowledgeable, insightful, topical”

Rory PercivalConsultant and formerly Technical Specialist at FCA