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KBKAST
From JFrog EveryOps Day '25 Sydney – KB On The Go | Sunny Rao, Craig Wilson, and Tal Zarfati
In this bonus episode, KB sits down with Sunny Rao, SVP, Asia Pacific at JFrog, Craig Wilson, Principal Cloud Platform Engineer at Iress, and Tal Zarfati, Architect Lead at JFrog Security. Together they discuss how to strengthen software supply chain security, modernising infrastructure through cloud migration to overcome legacy constraints, and the CISA-MITRE CVE funding scare. Sunny Rao, SVP, Asia Pacific at JFrog Sunny Rao is SVP, Asia Pacific at JFrog and brings almost three decades of business management experience in information technology and enterprise software. Rao has vast experience and deep expertise in the...
2025-07-02
1h 20
David Anderson - Talking Market Data
Will Cowling (IRESS/Quanthouse) - Episode 7
Will Cowling has a wealth of experience gained from many years working at large global investment banks such as UBS and HSBC and more recently with data vendor Quanthouse (part of IRESS). Will has very specific and deep expertise in respect of Exchange Data.https://www.linkedin.com/in/will-cowling-58451451/https://www.linkedin.com/in/atradia/00:00 – Intro02:51 – 8 thoughts about Podcasts10:48 – Who is Will Cowling14:13 – Core Market Data16:04 – Different data types making up Core Data18:46 – The dynamics of compliance42:30 – The Industry needs to help47:40 – Rating Agencies48:40 – Index Providers50:2...
2025-02-04
1h 13
Upfront
Wake Up Call
Do we have to get up at 5 a.m. to be productive? It might work for the tech bros, but what about in the real world, like financial services, where 91% of people consistently work longer than their contracted hours and 60-80 hour weeks have become normalised? It’s time for a wake-up call. Organisational psychologist Dr Amantha Imber has helped thousands of people turbo-charge their productivity, well-being and energy levels. Now, she shares her productivity hacks with Emmanuel Asuquo on the Upfront podcast to help you improve your focus, prioritise your day and sleep better. And the goo...
2024-10-16
28 min
Upfront
CX Appeal
Is it getting harder to make customer experience a priority? Most companies say it is a priority, yet 37% of people think companies prioritise profit, with CX taking a backseat to cost-cutting and inflation. In this episode, Emmanuel talks to CX expert Amanda Stevens, who says too many companies are striving to deliver ‘lowball’ customer satisfaction, which is so “1989” compared to the magic that can happen when a business is radically customer-obsessed. Tune in as Amanda shares her ‘Five C’s’ framework for building a sustainable and profitable customer experience strategy that will turn your clients into ravi...
2024-10-02
38 min
XI Café Podcast
Elevating B2B Success: Iress Unveils the Transformative Power of CX
In this episode of XI Café, we talk with Marie Corfield, Customer Experience Lead at Iress, about their journey from traditional feedback methods to a fully integrated CX program. Discover how Iress transformed their approach to customer relationships, overcame challenges, and the actionable insights that can help your business elevate its own customer experience. Tune in for inspiration and practical takeaways!
2024-09-25
13 min
Upfront
Go Big or Go Home
Does digital transformation cause more problems than it solves? With big enterprise-wide change comes big expectations, yet the reality doesn’t always match up. Only 20% of companies achieve more than three-quarters of their expected revenue gains. While only 17% achieve more than three-quarters of the cost savings they hoped for. There’s no denying digital transformation is becoming more important in financial services, so how do you get it right? In this episode, Emmanuel Asuquo chats with fintech consultant David M. Brear about why big transformation projects fail - and how to ensure yours isn’t one of them.
2024-09-18
28 min
Ensombl Advice Australia
Advice 2030 #3
In this episode, Peita talks with Kerry Ong, General Manager - Customer at Iress. They discuss the importance of listening to advisor feedback, improving data management and integration, and leveraging technology to drive efficiency and scalability. Kerry Ong LinkedIn: https://www.linkedin.com/in/kerryong/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop...
2024-09-17
59 min
Ensombl Advice Australia
Advice 2030 #4
In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager - Wealth at Iress. They discuss how Iress is collaborating with the industry to navigate significant shifts and disruptors, leveraging data and AI to enhance advisor efficiency and client experiences, while encouraging advisors to engage in strategic planning and provide feedback to shape the future of advice. Kelli Willmer LinkedIn: https://www.linkedin.com/in/kelli-willmer/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/
2024-09-17
52 min
Upfront
Change the Subject
Is a fear of maths putting people off doing more with their finances? Over half the working population has the numeracy levels of a primary school child, and a third of adults say they actively avoid anything to do with numbers and data. To find out what can be done to change this, we’ve called in the big guns - mathematician and comedian Adam Spencer. Join Adam and our host, Emmanuel Asuquo, for a fun and fascinating chat about money and maths. Are we teaching maths all wrong? What effect is a cashless society having on chi...
2024-09-04
30 min
Upfront
Do You Mind?
Are financial services doing enough to help neurodiverse people? 20% of the population is estimated to be neurodivergent (ND), yet reports show investment firms and financial advisers are falling short when it comes to serving people with cognitive differences like autism, ADHD and dyslexia. In this episode, Emmanuel Asuquo talks to Krystle McGilvery, a behavioural finance expert and founder of Mind Over Money, to learn more about what ND means, how it shows up, and how it affects money management. Listen now to hear Krystle talk about her experiences as an ND’er. She also has so...
2024-08-21
26 min
Upfront
Shift Happens
What’s shaking up the financial advice sector? Something big according to our guests John O’Mahony and Professor Deen Saunders, the authors of a new report Advice 2030: The Big Shift. Join financial adviser Emmanuel Asuquo as he chats to John and Deen about the seven megatrends impacting financial advice over the next five years and the choices that every advice business must make now if they want a piece of the enormous opportunity that awaits. Can you hear that? It’s the big shift, and it’s coming. You’d better get ready. Subscrib...
2024-08-07
34 min
The Metal Epidemic Podcast
ALBUM REVIEW: IRESS - Sleep Now, In Reverse
Join Dave & Duncan as they review the new album from Los Angeles-based dream metal band, IRESS. The bands new album, Sleep Now, In Reverse, will be released on July 26th via Church Road Records & Dune Altar (US). FFO: Chelsea Wolfe, Emma Ruth Rundle, King Woman, Hangman’s Chair, Fvnerals, Dreamswell, shedfromthebody, Spotlights, Holy Fawn. Band: https://www.facebook.com/weareiress Bandcamp: https://weareiress.bandcamp.com/album/sleep-now-in-reverse #Doomgaze #DreamPop #Shoegaze #Slowcore #Alternative #DreamMetal #Doom
2024-07-24
33 min
Upfront
It’s Not Fair
Is financial services failing women? That’s the upfront question for our guest, Camilla Love, the founder of Future Females in Finance, who aims to get more women into - and interested in - finance. Join our host, Emmanuel Asuquo, as he explores the shocking statistics about the gender wealth and pay gap and the role the financial services sector has in closing it. There might be positive signs of progress, but the pace of change is driving Camilla nuts. If things stay as they are, we’ll still be talking about this in 100 years' time...
2024-07-24
26 min
Upfront
It’s Showtime!
What do the most successful financial advisers do differently? That’s the upfront question for our guest, financial advice marketing expert and the world’s best G&T maker, Philip Calvert. Join host and fellow financial adviser Emmanuel Asuquo as he uncovers the tricks and techniques guaranteed to win and retain clients. Tune in to find out how to use your expertise as a financial planner or adviser to make more money, what to do with all that juicy client data you’ve got, and the one thing you simply cannot ignore. This episode is bursti...
2024-07-10
36 min
Upfront
Suits You
Would you take financial advice from someone in a hoodie? That’s the upfront question for the double espresso personal brand coach, Jennifer Holloway. Join new host financial adviser Emmanuel Asuquo as he kicks off Series 3 in style with a fun and fascinating conversation about building a personal brand that’s true to you and why you should accept that not everyone’s gonna like it. The gems are flying all over the place in this episode, so tune in now for invaluable advice on how to sell yourself (without sounding like an idiot) in a way that w...
2024-06-26
30 min
Upfront
Upfront Series 3 Trailer
Listen up! The award-winning, hard-hitting financial services podcast from Iress is back for Series 3. Emmanuel Asuquo is a financial adviser, TV personality, author and now the new host of Upfront! He’ll be asking the questions that nobody else is asking and getting guests to drop some serious gems to help you shine. Series three is full of upfront conversations that everyone in financial services needs to hear, like: What do the most successful financial advisers do differently? Are financial services doing enough to help neurodiverse people? Is a fear of mat...
2024-06-12
01 min
GBHBL Interviews
The GBHBL Whiplash - Episode 427: Interview: Michelle Malley (Vocals) of Iress
The stalwart Los Angeles-based dream metal band, Iress will release their new album ‘Sleep Now, In Reverse’ on 26th July 2024 via Church Road Records (ROW) and Dune Altar (USA). Iress’ music is the sonic equivalent of standing on a beach as a tidal wave approaches — aware of certain devastation, yet transfixed and grateful to witness something so terrifyingly beautiful. Drawing inspiration from dark, yet commanding elements including metal, shoegaze, and slowcore, their music presents a cinematic crescendo that swells with intensity and wanes with sorrow. Iress formed in the musical crucible of Los Angeles in 2010. Frontwoman Michelle Malley, dubbed “the Adele of D...
2024-05-21
32 min
STYLE & STRATEGY WITH SONYA
06: Challenging the Fintech Uniform: Finding Authentic Style with Amara Haqqani
In this episode of the Style and Strategy Podcast, I sit down with Amara Haqqani, who at the time of recording was the Chief Product and Operating Officer for Wealth at IRESS, bringing over 20 years of expertise in financial services. We delve into Amara's diverse career journey, from starting as a makeup artist to her executive leadership role within the technology firm, IRESS. Key Points: Authentic Leadership: Amara shares insights into her leadership style, emphasizing the power of authenticity and staying true to oneself in a corporate setting. Evolution of Personal Style: From her roots in...
2024-02-07
24 min
Between Meetings with Matt Heine
Ep 83: Ringing in the changes for the financial industry - Marcus Price
Hear Marcus Price, CEO and Managing Director, Iress as he shares his background in banking to building PEXA and what drew him to the investment side of financial services with Iress. Marcus discusses the industry step change he accelerated with data and automation in banking decisions as well as bringing the digitisation of property settlements through PEXA (Property Exchange Australia) to fruition. He expands on the hallmarks of change management, his eye-opening first few days at Iress and the inspiration he draws from other companies. Marcus chats through the applications for AI as a tool to provide a...
2023-12-06
24 min
Financial Services Podcast Network
Responding to challenges in advice
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Kerry Ong, the general manager of customer wealth at Iress, to discuss improving the efficiency and accessibility of financial advice in Australia. Mr Ong touches on the significant challenges facing the industry, including regulatory changes and cost pressures, which have necessitated doing more with less, as well as how Iress is responding by enhancing its software and services to better align with evolving business models. Listen as they discuss: How the quality of advice review and subsequent legislative changes have...
2023-12-04
19 min
The ifa Show
Responding to challenges in advice
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Kerry Ong, the general manager of customer wealth at Iress, to discuss improving the efficiency and accessibility of financial advice in Australia. Mr Ong touches on the significant challenges facing the industry, including regulatory changes and cost pressures, which have necessitated doing more with less, as well as how Iress is responding by enhancing its software and services to better align with evolving business models. Listen as they discuss: How the quality of advice review and subsequent legislative changes have...
2023-11-29
19 min
Tech means Business
Unified Comms at the crest of the tech wave, with Zoom and IRESS
The Zoom platform is synonymous with video calling, but it has evolved significantly since it became a household word from 2019. In this episode of the Tech Means Business podcast, we explore its UCaaS (unified communications as a service), including Zoom Phone. Nathan Guy, Head of UCaaS APAC at Zoom, sheds light on how Zoom's UCaaS streamlines communication, mobilizes teams, and ensures business continuity. We also discuss Zoom Phone, a tool seamlessly transitioning calls across devices and enabling chat and video meetings from anywhere.Joined by Anthony Feher, Engineering Team Lead at IRESS, whose company adopted Zoom in p...
2023-11-15
24 min
Upfront
Are We Nearly There Yet?
What does the financial services business of the future look like? It’s 2023. We’re in an age of artificial intelligence, digital data and supercomputers. So, er, why is the financial services industry still using pens, paper and post? In this episode, Olga is joined by global futurist and innovation strategist Anders Sorman-Nilsson, who says the industry is doing too much menial and mundane work. He talks about what the successful financial services business of tomorrow looks like and how they’ll be using technology to make a more meaningful difference to people and the planet.
2023-11-08
26 min
Baby Giants Investing
#102 - 8Common, Integrated Research, Spooky Stock Scenarios, Retailers (Adore Beauty, Adairs, Kogan)
If the market isn't scary enough, Andrew, Matt, and Claude in this Halloween special chat some spooky stock situations. As well as discussing 8Common, director loans, founder-led companies, Alcidion, Integrated Research and Iress, and retail businesses including Adore Beauty, Adairs, JB Hi-Fi, Nick Scali and Kogan.Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:53 - Good News1:44 - 8Common (ASX: 8CO)5:24 - Director Loans7:26 - Founder-led companies14:49 - Pointerra (ASX: 3DP)16:17 - Alcidion Group...
2023-11-02
50 min
Upfront
Living The Dream
What will make financial services a sector where people want to work and stay? The lack of diversity in financial services is putting people off joining the industry - brilliant people who could be bringing much-needed skills, new ideas and different perspectives to the sector. In this episode, Olga is joined by renowned financial adviser and TV personality Emmanuel Asuquo. He talks about his experience joining the industry as a young black man from a council estate in East London, what inspired him to become the success he is today and the change he wants to...
2023-10-25
33 min
Upfront
Something's Gotta Give
Who will take one for the team for a better, fairer financial system? Financial services and technology are moving fast. But stop. We need to pause and ask ourselves what we’re really doing, and who for, otherwise we risk not making progress at all. In this episode, Olga is joined by Adah Parris, a creative provocateur who helps people see the world differently. She wants financial institutions to get out of their echo chambers, ask some big questions and start building a new world. But first, someone’s got to step off the hamster whee...
2023-10-11
23 min
Upfront
Work in Progress
What is the future of work? It’s the question everyone wants the answer to. Has anyone got it right yet? The jury’s out. One thing’s for sure, we all want to work smarter, not longer. In this episode, Olga is joined by Charlotte Lockhart, co-founder of 4 Day Week Global. She talks about why a focus on productivity, not time, can help us all be happier, healthier and more successful. Anne-Marie Lister, Chief People Officer at Atom Bank, also joins in to talk about their new approach to work. iress.com/upfront...
2023-09-27
28 min
Upfront
The 2.5 Trillion Dollar Question
Can responsible investing change the world? It’s going to take $2.5 trillion to solve the world’s societal and environmental problems. Financial services have the means to help, but first, the industry must ask itself some big and difficult questions. One man who’s not afraid to ask those questions is James Perry, an entrepreneur and founder of ethical investment company Snowball. He talks to Olga Koch about ripping up the rule book in an episode that will change the way you think about investment and returns. iress.com/upfrontSee omnystu...
2023-09-13
32 min
Upfront
Why So Serious?
Do financial services need to lighten up? Everyone loves a deal, and this time, you’re getting two for one as Olga is joined by fellow stand-up comedian and consumer champion Vix Leyton. In this episode, Olga and Vix find the funny in everything from car insurance to student bank accounts and badly-advised store cards. They share their experiences of playing fast and loose with pensions, impressing financial advisers and mixing financial services with comedy. iress.com/upfrontSee omnystudio.com/listener for privacy information.
2023-08-30
37 min
Fresh Ears
Using Podcasting To Create Extraordinary Content with IRESS
One of our favourite podcasts that shows the power of pushing boundaries and taking risks, is Upfront from financial services software provider IRESS. From its origin, IRESS were determined to change the narrative around financial services and encourage listeners to get passionate. At its core, Upfront shows how creative you can be when creating a podcast. From music to host, artwork, content approach and promotion, Upfront has redefined the realms of financial service podcasting. Fresh Air Founder Neil Cowling chatted to Kate Atkinson, Content Lead at IRESS and Matt Holland Head of Communication at IRESS, a...
2023-08-24
43 min
Upfront
Chicken Little
How can financial services fight AI-based cybercrime? Deep fakes and voice cloning are being used in increasingly sophisticated and nefarious ways, raising questions about what’s real and who we can trust. In this episode, comedian Olga Koch is joined by Skeeve Stevens, ex-hacker and founder of The Future Crime Agency. He talks about new cybersecurity threats, old spy techniques, fighting fire with fire, and what terrifies and excites him about the advance of AI in financial services. Brace yourself. iress.com/upfrontSee omnystudio.com/listener for privacy information.
2023-08-16
28 min
Upfront
No Doubt About It
How do we stop imposter syndrome getting in the way of success? 70% of people get imposter syndrome and it also negatively impacts organisations, particularly in high-performance cultures like financial services. In this episode, comedian Olga Koch is joined by confidence coach, Alison Shamir. She talks about why imposter syndrome must be tackled and shares three steps to defeat it plus some advice every employer needs to hear. iress.com/upfront See omnystudio.com/listener for privacy information.
2023-08-02
30 min
Upfront
That’s A Problem For Future Olga
How do we get more people to understand the importance of financial planning? Making a financial decision is scientifically proven to be one of the hardest things for a human to do. We just can’t get our heads round it, so we bury them in the sand instead. In this episode, comedian Olga Koch is joined by one of the UK’s leading behavioural economists, Mark Pittaccio (Quilter). He talks about why good people make bad decisions and shares some clever mind-tricks financial advisers can use to help clients empathise with their future selves.
2023-07-19
34 min
Earnings Season
Iress Limited - Analyst/Investor Day
Iress Limited - Analyst/Investor Day
2023-07-13
2h 07
Upfront
Elevator Pitch
What would Don Draper do to promote financial advice? Not enough people seek financial advice. Most think it’s only for the wealthy and don’t fully understand all the services a financial adviser can provide. Sounds to us like a classic marketing problem. In this episode, comedian Olga Koch is joined by Kevin Chesters, a creative strategist who’s worked at some of the most famous and feared advertising agencies. He has some straight-talking marketing advice to help financial services businesses get noticed. Visit the Upfront blog - iress.com/upfront...
2023-07-05
37 min
Upfront
Upfront Series 2 Trailer
Listen up, punks! The award-winning, hard-hitting financial services podcast from Iress is back. Comedian Olga Koch returns to ask the questions that nobody else is asking in a series of bold and frank conversations that everyone in financial services needs to hear. Could we close the advice gap by thinking more creatively? Can Homer Simpson get more people interested in financial planning? What would an ex-hacker do to fight rising financial crime? Do we need to completely rethink investing? And just how do we make the financial system better and fairer? Expect honesty...
2023-06-27
00 min
Baby Giants Investing
#83 - Retailers (Best & Less, City Chic, Cettire), Environmental Group, Small Cap Good News & Iress
Andrew, Matt, and Claude cover various topics, including the retail landscape (Best & Less, City Chic, Universal Store, Cettire, and Temple & Webster). They also delve into recession risk and immigration, Environmental Group, small-cap good news (Vysarn, Austco Healthcare, and EDU Holdings), and discuss Iress.Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:39 - Good News7:42 - Retail Environment - David Jones8:35 - Best & Less Group Holdings (ASX: BST)10:32 - Recession Risk and Immigration16:18 - Retail: City...
2023-06-22
53 min
The Money Honey - Women in Property, Finance & Construction
Confidence plays part in getting to a leadership level. Jacqueline Durbin from Iress, has developed her confidence by being thrown in at the deep end and going through the motions even when it's tough
Recently shortlisted as a finalist for Inspirational Leader at the upcoming Cover Women in Protection and Health Awards 2023. Jacqueline is passionate about innovation and initiating technology enhancements that address real issues and opportunities within the industry. Her empathetic approach to building high functioning teams helps empower individuals to succeed with purpose and integrity. As an advocate for cross industry collaboration, she proactively facilitates opportunities for businesses to work together for better outcomes that are efficient, can scale, evolve and solve problems. Her product-led approach to software innovation and enhancements with research and collaboration...
2023-05-05
31 min
Australian Investors Podcast
Disney’s woes, why Iress (IRE) dominates, ETF fees going up?, save BIG on Super, hedged or unhedged
The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors is back for Q&A, hosted by experienced financial planner Drew Meredith, CFP and experienced analyst Owen Rask. This segment is called 2 Sense (2C) — and it’s our super-popular new episode format.In this episode, Owen & Drew answer questions on Iress Ltd (ASX: IRE), insurance inside Super, The Walt Disney Company (NYSE: DIS), VanEck MSCI Quality ETF (ASX: QUAL) and more!Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully...
2022-11-25
1h 14
Ensombl Advice Australia
AdviceTech Podcast #6 - Iress
This week Peita talks to Matthew Mensforth, Head of Product - Advice at Iress. They take a deep dive into the Iress suite of tools, along with Xplan and LAB. Iress Website: https://www.iress.com/ Iress Community: https://community.iress.com/ Matthew Mensforth (Iress) LinkedIn: https://www.linkedin.com/in/matthew-mensforth-b7469b5/ Curiosity Corner (Notion) website: https://www.notion.so/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY...
2022-09-29
53 min
Upfront
Fast forward
What if your grocery store became your bank? Or your retirement fund merged with your favourite clothing retailer? These are the sort of non-obvious questions financial services businesses need to be asking if they want to be part of the future. But with so much innovation and change going on, we’ve got a big question too: How can financial services keep up in a faster world? So buckle-up buttercup as we take you on a journey to the (near) future with world-renowned trends expert Rohit Bhargava. He joins the Upfront podcast to talk about ho...
2022-09-21
26 min
Upfront
Vital statistics
For a lot of financial services businesses, data got no game. Meanwhile, other industries have found ways to turn data collection and analysis into a serious competitive advantage. Out on the sports field, performance analytics are enabling athletes and coaches to reach peak performance, helping teams win and getting fans closer to the action. In this episode, comedian Olga Koch takes one for the team by asking: Can data get financial services to the top of their game? Joining her is Adir Shiffman executive MD of Catapult Sports and Andrew Walsh CEO of financial technology...
2022-09-07
34 min
Upfront
Alexa, help!
It’s estimated that globally, almost a third of the adult population lacks access to financial services. That’s a lot of people missing out on all the good the industry can do. And it could be doing so much good - better access to financial services would help more people out of poverty, improve health and wellbeing, education and help address gender equality. Fintech is helping make financial services more affordable and easier to access, but is it also creating new barriers where old ones have been torn down? Governments want a solution to the financial inclusion problem, but...
2022-08-24
24 min
Upfront
Hulk smash
Being a successful financial services business takes almost superhuman powers. You need the super speed of Flash to innovate and get products and services to market faster. Hulk’s exponential strength to handle the regulation that’s thrown at you. The elastic resilience of Mister Fantastic in the face of constant disruption and change. And the agility of Spider-Man to exceed consumer expectations. Not to mention an Alfred or Q by your side to help you keep up with technology. If it’s all starting to feel like mission impossible, we’re here to save the day. So, Upfront listener...
2022-08-10
32 min
Upfront
Ok, Zoomer
The under-25s are fuelling disruption in financial services and flipping the switch on how things get done. An emerging battleground for growth, Zoomers will soon make up 40% of the population and could become the wealthiest generation yet. But how can the financial services industry, more familiar with dealing with Gen-Z’s parents and grandparents, connect with this digitally native, social-media-obsessed generation? Are financial services ready for Gen-Z? Chartered financial planner and award-winning content creator Martin Bamford joins comedian Olga Koch to talk tactics and ways to engage the next generation of investors and...
2022-07-27
24 min
Upfront
Red light, green light
Clients. Markets. Products. Regulation. Technology. More regulation. Arrrrgh! Financial services businesses sure do have a lot to keep up with. Is stepping back and hitting reset ever an option? Look at successful startups - they’re usually led by people who’ve had a chance to step back, stop, rethink and then make a move. That’s tricky to do in an established business where long-term thinking can give way to pressures that come from short-term targets - like getting new customers through the door. So what can you do? How do you stop and reset in an ind...
2022-07-13
34 min
Unstructured Unlocked by Indico Data
Unstructured Unlocked episode 1 with Meno Hellis, Business Transformation & Data Strategy Consultant (Former Companies: Manulife, The Citco Group of Companies, IRESS Market Technology)
Watch Christopher M. Wells, Ph. D., Indico VP of Research and Development, and Meno Hellis, Business Transformation & Data Strategy Consultant (Former Companies: Manulife, The Citco Group of Companies, IRESS Market Technology), in episode 1 of Unstructured Unlocked. Tune in to discover how enterprise data and automation leaders are solving their most complex unstructured data challenges.Learn more about Indico at indicodata.ai/platform-------Indico DataContact us here: https://indicodata.ai/contact/-------Follow us on social mediaFacebook: https://www.facebook.com/indicoDataSo...LinkedIn: https://www...
2022-07-07
59 min
Upfront
The F-word
It’s a fact that people would rather talk about sex, politics or their mental health than money. Could this be why 24 million UK adults don’t feel confident managing their money, or why 85% of Australians don’t have a financial plan? Research shows that if we talked more about our finances, we’d all make better decisions, feel less stressed and more in control. Our kids would also be more likely to form good lifetime money habits. So it begs the question: Why would people rather talk about anything but their finances? Financial wellness coach an...
2022-06-29
25 min
Upfront
Let’s talk about CX, baby
Can the customer experience offered by financial services ever rival that of our favourite apps and services or will innovation always be limited by rules and regulation? Or, in other words: Does the financial services experience suck? That's the upfront question for product design experts Josh Guest, CEO at digital design consultancy Transpire, and Amir Ansari, head of product design at financial technology company Iress. In this episode they talk to comedian Olga Koch about their most amusing and frustrating customer experiences and the secret to building financial services experiences people truly love. ...
2022-06-15
23 min
Upfront
Mind your language
No one should have to use a dictionary to decode investment advice or need a PhD to understand a pension or super statement. So why is the language of financial services still such a mystery? Upfront asks: How can we make financial services more accessible to everyone? Julia Newbold, former editor of Money Magazine Australia, and Charlie Corbett, director at the Plain Speaking Institute UK, give us their no-bullsh*t views on the language of financial services and provide advice on how the industry can be more helpful to more people. What's your op...
2022-06-01
22 min
Upfront
Out of the Blue
Take a quick trip around the online world of financial services, and it gets hard to differentiate one wealth manager or investment bank from the next. There’s a lot of blue. Blue logos. Blue websites. Blue ties. And let’s not forget the men in blue suits! Upfront asks: Do financial services have to be so predictable? Michael Gough, Strategy Director at brand and design agency Sparks, and Julia Streets, CEO at Streets Consulting, give us their take on that question. Find out what financial services businesses need to do to become more distinctive and...
2022-05-18
29 min
Between the Bells
Morning Bell 5 May
Yesterday, the Aussie share market declined 0.2%, which means the market is now tracking 1.8% lower this week.Looking at the sector performances, the market was mixed. Notably, the real estate sector fell 1.5%, its lowest level in almost two months as investors began to factor in higher borrowing costs for property companies with interest rates rising. The best performers included HUB24 (ASX:HUB), Orora (ASX:ORA) and Virgin Money UK (ASX:VUK), all closing over 3% higher. While on the flip side, AVZ Minerals (ASX:AVZ) fell 19% after news that the company threatened legal action against a transfer o...
2022-05-05
04 min
Upfront
Upfront Podcast Trailer
This is Upfront. The podcast hosted by comedian Olga Koch that features bold and frank conversations about what's right - and wrong - with financial services today. Subscribe and follow now so you never miss an episode and tell us about your experiences of working in the industry at upfront@iress.com and get even more Upfront with us on the blog iress.com/upfront See omnystudio.com/listener for privacy information.
2022-04-19
00 min
The COB from ausbiz
Aussie equites take pole position 🏎️
It was a case of choose your poison as to why the market closed lower today: a poor US lead, surging bond yields, commodity price drops. There was a range of company news, not all good. Pendal rejected the Perpetual bid on the basis of not being in the interest of shareholders. Iress pulled the pin on divesting its UK mortgage book. Lynas reported record sales in its update, but after a stellar run closed down 2%. Three-year highs in bond yields is the writing on the wall for the “growth at all costs” tech model. However, the bottom of the...
2022-04-12
08 min
The Accord Mortgages Growth Series Podcast
#68 - Tech for Brokers (Part One)
In episode sixty-eight of the Growth Series podcast, Nicola Alvarez, Senior Manager Mortgage Distribution - Proposition Development at Accord Mortgages, discusses technology for brokers with Richard Daibell, Lender Relationship Manager at Mortgage Brain, Kelly Yolal, Product Manager at IRESS and Nathan Reilly, Director of Lender Relationships at Twenty7Tec.
2022-03-10
26 min
Supporting Kiwi Founders Going Global
Roger Sharp | North Ridge Partners | Chair @ Webjet, Iress, Lotto NZ
With half a dozen exits under his belt, and lots of war stories, today Roger spends his time between Queenstown and Sydney, chairing large tech companies as well as regional tech investment bank North Ridge Partners Roger started his career by building and selling a technology company, Datacorp, in the 80s. He then worked as an investment banker for 15 years in Asia, the US and UK, ending up as Global Head of Technology for ABN AMRO Bank before founding North Ridge Partners in 2002. Roger’s portfolio includes chairing Webjet and Iress (both ASX-200 tech companies), ch...
2021-11-17
1h 00
Ensombl Advice South Africa
#21 Francois du Toit
Francois is the Founder and Director of PROpulsion and the Account Management Lead at Iress. He and Louis chat about his journey into the advice world, and how he became a household name amongst financial advisers through PROpulsion LIVE. Francois du Toit XY: https://www1.xyadviser.com/members/3824801 PROpulsion Website: https://www.propulsion.co.za/ For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/ Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa Visit https://www.allangray.co.za...
2021-10-27
53 min
Financial Standard Podcast
What DDO means for Y-O-U
October has brought with it a raft of regulatory reforms, and none more important than the design and distribution obligations legislation (DDO) to ensure that financial products meet the needs of consumers and are distributed in a more targeted fashion. So what exactly are these changes and what are some of the implications for an adviser's business? In this episode of Financial Standard, editor Jamie Williamson is joined by Michael Blomfield, chief commercial officer at Iress, to discuss the reality of the DDO regulations in more detail, what financial advisers should be aware of, and how Iress...
2021-10-07
14 min
The COB from ausbiz
The S&P/ASX200 closed lower Friday, dropping 57 points or 0.8% to 7,404 and crossing below its 50-day moving average
The S&P/ASX200 closed lower Friday, dropping 57 points or 0.8% to 7,404 and crossing below its 50-day moving average. The markets woke up to the new iron ore reality it seems, global spot prices falling again, but only a continuation of the slide that began in earnest from July. China's long flagged cuts to steel output, but the decline of debt-riddled property giant Evergrande and the implications for the steel hungry property market triggered a burst of calculator activity among some of the big brokers. Fortescue Metal's (FMG) lower grade ore almost entirely ends up in Chinese smelters, the share p...
2021-09-17
15 min
The COB from ausbiz
The S&P/ASX200 ended a few points higher on Tuesday, but it's been many moons since I've seen two points as weak and meaningless and deflating as these ones.
The S&P/ASX200 ended a few points higher on Tuesday, but it's been many moons since I've seen two points as weak and meaningless and deflating as these ones. The fact is this is an index that recovered to be flat. Some will pin it on the RBA and its 'QE Mullet' (trimmed at the front, extensions at the back) and that's just fine. Also, going ex-dividend is an excellent expression. I myself have gone ex-div several times already today. Following suit on Tuesday were cool sounding companies like Sonic Healthcare (SHL), shedding 2.9% and Bluescope Steel (BSL) down 2.3%. M...
2021-09-07
12 min
Why It Matters
07. Why desirability matters with Andrew Walsh & Matt Holland.
Andrew is the CEO of Iress, the global software developer for financial services. Matt is their Head of Corporate Marketing. The business rebranded three years ago with a single aim - to become more desirable.
2021-06-28
35 min
Talking Tech with Elise Kennedy - TTWEK
Aivee Robinson, Co-founder and CEO - Catalyser
In our weekly technology start-up podcast, analyst Elise Kennedy hosts Aivee Robinson, Co-founder and CEO of Catalyser.Catalyser is a global social enterprise SaaS platform. Catalyser lets workplaces manage and grow employee giving on one platform. It includes volunteering, fundraising, payroll giving, appeals, pro bono and more, for a monthly subscription fee. Clients include Deloitte, Energy Australia, Iress, TPG, GPT and others.In this podcast we discuss the company, its revenue model, the industry, competitive landscape, and strategies for growth.
2021-06-25
26 min
Between Meetings with Matt Heine
Ep 51: Past, present, and future of financial planning technology - Andrew Walsh
Andrew Walsh, Managing Director and CEO of Iress, shares his journey from founding Xplan 20 years ago to becoming the CEO of Iress. Andrew talks technology adoption, where advisers should start, the curse of the digital magpie and the importance of leveraging and protecting data. Hear Andrew’s thoughts on the future ‘bionic’ adviser, and how advisers can harness robo-technology to provide an on-demand client experience.
2021-03-04
33 min
Ensombl Advice Australia
#222 Francois du Toit
Francois is the Account Management Lead at Iress and Host of PROpulsion LIVE. He talks us through his experience with becoming a content creator during COVID, and how advisers can best represent themselves personally vs. professionally. Francois du Toit XY: https://www1.xyadviser.com/members/3824801 PROpulsion Website: https://www.propulsion.co.za/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com...
2021-01-27
36 min
Dane's World
Episode #18 - The Best Records of 2020 (Happy New Year!).
In this episode, I talk about my 10 favorite music releases that came out of the treacherous year of 2020 along with a variety of honorable mentions. While 2020 was one of the worst years in recent memory, I can't help but notice that it was a fantastic year for new music, it seems that so many artists have given it their all as of recent and it has to be recognized and commended. Also find out which band has finally managed to overtake Interpol as my favorite band ;) Happy New Year to my listeners! Here's to a much better year moving...
2021-01-02
1h 52
The ifa Show
How have advisers fared in the rollercoaster of 2020?
Over the course of 2020, advisers have had to pivot from preparing for the regulatory response to the royal commission, to taking their businesses wholly online and holding clients’ hands through the worst economic crisis in recent memory. In this episode of The ifa Show, Iress manager – practice development team, Kelli Willmer, discusses some of the lessons that have been learned by the advice profession this year, including that shifting to remote work isn’t as difficult as anticipated, and that demand for advice remains strong despite the challenging regulatory environment faced by practitioners. Kelli also discusses some of her predictions fo...
2020-11-18
16 min
Ateneo Oculto
Gravis 1/2 - metal - The nights are the hardest
Hemos tardado en tener podcast nuevo de Gravis, así que se acumuló tanto material que lo hemos tenido que sacar en dos partes. En la de esta semana, mucho core y mucho post. Deftones OHMS OHMS metal 06:29 Touché Amoré Lament I'll be your host hardcore melódico 11:16 Crippled Black Phoenix Ellengaest Lost post-rock 21:14 Fixation Global Suicide What we have done metal alternativo 28:20 Noija Through Fire All Things Are Renewed Throught Fire / Crawl into my skin metal alternativo 37:22 Idle Threat Nothing is Broken for Good Throwing Stones hardcore melódico 42:52 Habak Ningún Muro Consiguió Jamás Contener la Primavera La no violen...
2020-11-12
1h 36
The ifa Show
How to effectively scale your advice business
Many IFA practices struggle with obtaining the efficiency gains necessary to get sufficient scale and profitability in their business. In this episode of The ifa Show, Iress manager - practice solutions team, Kelli Willmer, shares her top tips for advice businesses looking to scale up, whether through acquiring a new practice or client book or expanding staff numbers. Kelli talks through some of the challenges of expanding an advice business while maintaining excellent client service and robust compliance frameworks, shares some case studies of firms who were able to leverage efficiencies through technology, and examines...
2020-10-28
16 min
MagiClick Tech Talks
Episode 10: Interview with Steve Carruthers, Principal Consultant at Iress
In this episode our MD, Mark Lusted, is joined by Steve Carruthers, Principal Consultant at Iress to discuss the key takeouts from the recently released Iress Mortgage Efficiency Survey 2020.
2020-10-08
28 min
MagiClick Tech Talks
Episode 10: Interview with Steve Carruthers, Principal Consultant at Iress
In this episode our MD, Mark Lusted, is joined by Steve Carruthers, Principal Consultant at Iress to discuss the key takeouts from the recently released Iress Mortgage Efficiency Survey 2020.
2020-10-08
28 min
The ifa Show
Top tips for creating a great end-to-end client experience
Now more than ever, advice practices need to have a clear understanding of the ideal client experience they want to create across every aspect of their business. In this episode of the ifa show, Iress manager – practice solutions and IFA specialist Kelli Wilmer shares the top tips she and her team employ when it comes to helping IFAs define ideal clients and generate new business leads as well as create a differentiated and seamless onboarding and ongoing service experience
2020-09-25
12 min
Ensombl Advice Australia
#202 Andrew Walsh
Founding Xplan almost two decades ago, Andrew has been involved in advice technology from the beginning. As CEO of IRESS, Andrew now oversees a multi billion dollar publicly listed company providing advice technology all over the world. Andrew Walsh Linkedin: https://www.linkedin.com/in/andrew-walsh-b20782b/ IRESS Website: https://www.iress.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser...
2020-09-23
42 min
Radio Dakta
Pengamat Militer IRESS Khairul Fahmi # Topik BIN tidak rahasia dengan pamer kekuatan pasukan Rajawali
RADIO DAKTA
2020-09-16
10 min
The ifa Show
How to make your practice more efficient and tech-friendly
Manager - practice solutions team at Iress, Kelli Willmer, specialises in helping SME advice practices develop efficient and effective business processes in order to save both time and money. In this episode of The ifa Show, Kelli joins host Sarah Kendell to deep-dive into some of the biggest challenges faced by small-to-medium sized advice practices and how COVID-19 has affected this sector of the industry. Kelli reveals her top time-saving hacks for advisers, why focusing on compliance can increase efficiency in the longer term, and how Iress' product offering helps advisers deliver more accurate and...
2020-07-22
12 min
Stock Take
Stock Take – United Malt, Opticomm takeover and Iress
Join the team as they introduce United Malt Group, grumble at the takeover of Opticomm and consider what happened to Iress. 00:44 – Virus and market update09:36 – United Malt Group (UMG)24:11 – Unity and Opticomm merger36:27 Iress (IRE)See omnystudio.com/listener for privacy information.
2020-06-17
47 min
The ifa Show
How adviser business models are evolving post-crisis
On this episode of the ifa Show, host Sarah Kendell is joined by Iress' manager-practice solutions team Kelli Willmer, to discuss how adviser use of technology has rapidly evolved as the COVID-19 crisis has taken hold. Kelli discusses some of the misconceptions advisers might have had around clients and technology prior to the crisis, and how practices have adapted to the challenge of keeping clients and employees engaged while working remotely. Kelli also shares her insights into how advice processes might change for the better on the other side of COVID-19, and what business owners can...
2020-06-03
17 min
2oceansvibe.com
Iress Launches Industry-Wide Coronavirus Support And Resource Hub
Iress has announced the launch of a new hub to provide free technology-related information and support for the financial services industry as it adjusts to new ways of working.
2020-04-14
07 min
PROpulsion LIVE
Ep. 20 - How financial planning businesses should approach the adoption of technology with Barrie van Zyl
Send us a textBarrie van Zyl is the Head of Account Management at Iress in South Africa.We discuss several aspects related to the adoption or implementation of technology in financial planning businesses, although these aspects will apply to any kind of business looking to adopt technology.We start off talking about the rate of advancement and adoption. Businesses struggle to choose the right technology and software and the process is very overwhelming. We discuss why this is the case and where business may be going wrong. I as...
2020-04-03
30 min
Loose Change
A special acquisition edition with Graham Miller
Following the recent announcement that Iress has acquired O&M Systems, Mark is joined by its founder, Graham Miller, for a special edition of Loose Change.
2020-03-17
26 min
Loose Change
Getting the most out of client portals with Tessa Lee
This week Mark and Tessa Lee, MD of MoneyInfo, dive into the topic of client portals. They discuss top tips for advisers introducing a client portal, the value of competition in technology and Tessa's biggest inspirations - in business and in rap.
2020-02-13
29 min
Loose Change
When behavioural science meets fintech with Michael Free
Mark has Michael Free on the podcast - CEO and Founder of Be-IQ, a UK-based behavioural insights fintech. Mike and Mark discuss how technology can be designed and applied to maximise client engagement in financial services.
2020-02-03
33 min
The ifa Show
Software support for IFAs
In this episode of The ifa Show, host James Mitchell is joined by Kelli Willmer, manager of the practice solutions team at Iress, to discuss the importance of best practice guidance around technology for IFAs. Kelli explains why businesses need support to maximise the efficiency of their implemented software systems, how Iress tailors software solutions according to individual practice requirements, and how her team fosters strong relationships with clients. She also talks about the role of technology in increasing industry compliance, the features that advisers should be looking for in modelling tools, and why all...
2020-01-22
19 min
Loose Change
Supporting entrepreneurial IFAs with Nuala Clamp
Meet Nuala Clamp, Head of Xplan Managed Services at Iress in the UK. Nuala is truly passionate about supporting IFAs to deliver quality advice to their customers, through software and service. You will soon see why she’s an inspirational force at Iress.
2020-01-16
30 min
The Exchange for Entrepreneurs™ Podcast
Andrew Jappy on How Trading Technology is Impacting Today's Investor | #HashtagFinance
Andrew Jappy, Managing Director of Canada for Iress, recently joined James Black to chat about his recent appointment with the company and to discuss the challenges of deploying order routing solutions for Canada's multi-market environment.In this discussion, Andrews shares his theory as to why Canada has 16(!) trading venues (3:15), the basics behind "dark pools" and how they operate (5:38), his observations from the "Flash Boys" phenomena (8:30), and whether he thinks retail investors still stand a chance against pro traders (10:03).Listen until the end to learn about Andrew's globe-spanning career in financial IT, as well as his...
2020-01-14
21 min
Loose Change
Marketing and social media with Laura Janes
Laura Janes, founder of financial services marketing agency, Uniquity, joins Mark to talk marketing, social media, brand and more.
2019-12-19
28 min
Loose Change
Client Portals with Richard Ross
This week 'Client Portals' is the big theme on Loose Change, as Mark chats with Iress' Digital Product Manager, Richard Ross.
2019-12-05
29 min
Loose Change
The evolution of adviser technology with Pete Williams and Allan Clarke
Mark chats with Pete Williams and Allan Clarke, who both work in senior Account Management roles at Iress. They reflect on how far financial services regulation, technology and adviser attitudes to technology have shifted. They also discuss to what extent a firm’s size affects their technological needs.
2019-11-21
31 min
Loose Change
Client partnerships that deliver with Alex Hore
Mark is joined by Alex Hore who heads up Account Management for Wealth and Trading at Iress. Passionate about helping clients realise the full benefit of their technology, Alex discusses how he and his team approach account management. He also offers an insightful comparison between the UK and Australian markets.
2019-11-08
23 min
Loose Change
Building a software community with Sara Row
Sara Row joins Mark to discuss the latest Iress initiative - the Iress community.
2019-10-17
18 min
Badass Bands
Sifting Through the Noise 05.22.19
This week Jo and Jordan welcome in Ever So Android and, man, what didn't we talk about. If you like what we are doing please like, share, and subscribe!Music featured in this week’s episode:Andy Clockwise “Another Night”The Electric West “No Dancing”Plague Vendor “All of the Above”WASI “Run”Ever So Android “Fading”Ever So Android “Kings and Queens”Edith Crash “Octobre”Iress “Wolves”Happy Hallows “Wheel of Fate”Sego “Shame”
2019-05-23
1h 09
Margin Call
#005: Andrea Marani, CEO of OpenMarkets
Andrea Marani (@AndreaMarani) is the CEO of OpenMarkets and longtime operator in the financial services space. A South African at heart, the now Aussie financial operator has many runs on the board with organisations like Investec, Rabobank, Shaw & Partners, plus the foundation of South Africa’s largest CFD business - Global Trader. OpenMarkets is a Digital Trading Platform that provides clients with direct access to markets via a range of digital technologies including API's and trading platforms like IRESS. Their primary focus is the provision of trading tools and services for B2B clients across Equities, Exchange Tr...
2019-02-13
39 min
Psychic Wave Podcast
#78 - Mike Maldonado
Mike Maldonado, the bassist from Iress, comes to the Psychic Wave office to talk about our upcoming tour, stealing cars, airplane crashes and much more. http://www.instagram.com/chiefmojorisin http://www.instagram.com/weareiress http://www.instagram.com/thepsychicwave http://www.instagram.com/andrewsanyshyn
2018-09-23
00 min
Badass Bands
Sifting Through the Noise 05.16.18
Welcome, welcome, welcome! This week Jo and Jordan welcome in Katrina Bleckley & Kimi Recor of Play Like a Girl (PLAG). They take over the playlist, talk about some of things PLAG has on the horizon and why they are hoping to put Katrina out of a job! If you like what we are doing please like, subscribe, rate, review, share or scrawl articulate graffiti expressing your views to the world. We genuinely appreciate it. MUSIC FEATURED IN THIS WEEKS SHOW: Sudan Archives “Oatmeal” Lauren Ruth Ward “Staff Only” Slugs “Im on Fire” Bedroom Witch “evil” ...
2018-05-17
1h 09
Psychic Wave Podcast
#29 - Share Blood & Spit on Coffins
A recap episode where Andrew Sanyshyn of Psychic Wave talks about Gerson Montoya, Tiff Luong, The Kid Chocolate Band, Iress, Death Club & Bundy.
2018-02-22
00 min
Psychic Wave Podcast
#27 - Iress
Michelle and Michael from Iress talk with Andrew Sanyshyn from Psychic Wave about the death of rockstars, Michelle's "magic beanie", how shitty we were as children, their show with Sunflower Bean, LSD and Joshua Tree, Stevie Wonder's manager being a sugar daddy, and much more.
2018-02-15
00 min
Badass Bands
Bsing with Badasses: Episode 52: Katrina Bleckley
This week on Bsing with Badasses Jo and Jordan welcome Katrina Bleckley, lawyer, music fiend and badass extraordinaire! We talk about how she gave up on a career in medicine for a career in music, how she talked her way into a top tier law program and the advice she has for indie bands. If you like what we are doing please like, subscribe and share. We'd be nothing without you. Music featured in this week's show: Draemings - "Battle Mountain" Iress - "Prey"
2018-02-09
44 min
Virology
T. Sweeney - Revealing the modularity of functional elements in viral IRESs using in vitro reconstitution methods
Trevor Sweeney, Sir Henry Dale Fellow, Division of Virology, Department of Pathology, University of Cambridge, Addenbrooke’s Hospital Cambridge, UK speaks on "Revealing the modularity of functional elements in viral IRESs using in vitro reconstitution methods". This movie has been recorded at ICGEB Trieste.
2017-08-25
47 min