We're thrilled to have Martin Jennings, CEO at Parmenion, as our special guest. Martin delves into the intricate world of financial platforms, discussing the crucial role of trust and the impactful use of technology in the financial advising landscape. He offers a deep dive into how financial advisers can effectively evaluate and utilise fintech platforms to enhance client experiences and outcomes. Martin also sheds light on the current trends and future prospects in the industry, providing valuable strategies for navigating the ever-evolving fintech ecosystem.
00:00 - Intro
01:00 - Welcome Martin Jennings
01:08 - Building a Platform
03:53 - Race to The Bottom • Price Can't Be Your Only USP
07:55 - How Do You Judge Cost vs Value?
10:55 - What's The Point of Rating Agencies? • Evaluating Service
15:20 - Irreducible Amount of Complexity
18:12 - Transfers • Prioritising Features
23:15 - Should Financial Advisers be Trusted?
27:04 - Unregulated and Untrustworthy Financial Advice
28:28 - The Advice Gap • Feature Function War
31:42 - AI and Machine Learning in Finance
33:57 - Doing the Basics Boringly
35:04 - How to Make Your Practice More Efficient and Effective
37:34 - Making Financial Services Simple
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