Financial Technology Research Centre
Researching fintech before it was even invented!Established in 1995 FTRC is a boutique fintech consultancy with regtech, wealthtech and insuretech bolt-ons. We focus on technology in the financial advice market and especially how advice is evolving both in the UK and internationally, with a particular focus on the role technology will play in this process.
Our mission is to help the industry deliver better services to consumers which help them take more control of their finances and in so doing improve the quality of their lives.
Through various propositions we help financial advisers, insurance companies, investment platforms, asset managers and technology companies produce better outcomes for consumers while reducing their own costs and increasing profitability.
Our clients range from global financial institutions to small FinTech start-ups.
Our Main Offerings:
Research and Benchmarking System
A range of systems designed to help financial advisers better compare the products they recommend clients. Developed to enable advisers to carry out detailed comparisons of financial products and generate easy to understand analysis for the clients in just a few minutes.
The systems can also be a powerful tool for product/proposition managers enabling them to create detailed comparisons of products with peers and identify areas for improvement.
The data from the systems provides us with valuable insight into the practical ways advisers work to select products and features they consider most important when making client recommendations.
The latest enhancements to these tools enable protection advisers to easily compare Critical Illness policy wordings and Workplace pension advisers to generate detailed governance reports for clients whose schemes are being reviewed.
The latest enhancements to these tools enable protection advisers to easily compare Critical Illness policy wordings and Workplace pension advisers to generate detailed governance reports for clients whose schemes are being reviewed.
Market Insight Reports
A series of detailed reports providing extensive analysis of key industry issues updated monthly to reflect the latest changes in the marketplace.
Current studies include:
Adviser Software Insights – A summary of technology used by adviser firms and how it impacts the selection and recommendation of financial products, platforms and asset managers
Making Savings Affordable – a report which addresses the impact of AE contribution increases (April 2018 & April 2019) will have on a consumer’s disposable income and the knock-on effects this will have to the UK savings market
How Technology Becomes Core to Advice – a detailed look at the core role technology plays in ensuring that your organisation will survive the automated advice revolution
Collaboration & Industry Dialogue
Bringing together many of the UK’s major advisers, providers, platforms and software suppliers to discuss key issues and identify how to address them co-operatively.
This activity is supported online as well as face-to-face, allowing a wider range of adviser firms to be involved in discussions.
Bespoke Consultancy
Specialist consultancy that focuses on the operational issues within adviser businesses, including technology, services & compliance.
Services include:
- External Validation of New Service Development
- Assistance with RFI processes
- Proposition Assessment Service
- Strategic Consulting
- Vendor Selection (including Client Management Systems, B2C Services, Platforms and Provider partners)
Our Websites:
Protection Guru is an independent protection information and education hub for professional advisers, providing free access to detailed analysis of protection products and services available in the market.
We also run a monthly Protection Forum through the site, bringing together the industry’s leading advisers and providers to share best practices and discuss pertinent issues in protection.
The site is designed to be the ultimate source of information for financial advisers on technology for their businesses. Detailed reviews and analysis are accompanied by an unparalleled directory of software solutions for advisers covering 50 categories of software from 100 different firms.
We also run a monthly Investment Forum through the site, creating a space for leading advisers and distributors to connect and discuss technology, practices, and topical issues.
Benefits Guru is a new destination for advisers, employers and employees to understand everything they need to know about workplace pensions, rewards and benefits.
Events:
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE
Due to overwhelming interest, we’ve organised an event designed specifically for advice firms eager to explore the advancements AI technology offers. Our “Artificial Intelligence in Financial Advice” conference will take place in central London on Wednesday 10 July 2024.
Join us for a one-day event to understand how AI can streamline your operations and heighten client interactions. Through expert-led sessions, we’ll discuss practical topics, such as improving client onboarding with AI, enhancing compliance processes, and expediting client recommendations and reviews.
Prepare for a dynamic showcase in our “Battle of the Tech.” Up to 24 software vendors will present rapid, 8-minute demonstrations, competing for your attention with their innovative solutions.
Additionally, our exhibition hall invites you to engage with up to 30 companies ready to discuss how their software can benefit your firm.
Here are compelling reasons to attend:
- Gain comprehensive insights on elevating the client experience through AI.
- Network with industry peers, thought leaders, and potential tech partners.
- Leave with actionable knowledge on integrating AI technologies seamlessly within your business.
- Earn 5-hours CPD credits as a valuable addition to your professional development.
For businesses committed to harnessing the power of AI, this event is an unparalleled opportunity for growth and advancement.
Visit https://www.advisersoftware.com/ai-in-financial-advice/ for more information.
EMPOWERING ADVICE THROUGH TECHNOLOGY
In order to future proof your business, advisers need to be using the latest technology. However, this can be difficult and expensive to plan on your own.
It’s hard enough trying to keep up with the ever-changing technology landscape, but it’s even harder when you’re not sure where to start. Even if you do have a plan in place, sourcing and implementing new technology can be daunting and risky.
The Empowering Advice Through Technology Conference is here to help. Our event has been designed specifically for firms like yours who are looking to understand and implement the latest technology into their businesses. With keynote speakers from some of the world’s leading tech firms, this conference is a must-attend for anyone looking to stay ahead of the curve.
The day will also provide:
- an exhibition of 15+ software vendors,
- a ‘hot topics’ conference programme,
- live ‘battle of the tech’ 8-minute demos, and
- countless networking opportunities.
Visit https://www.advisersoftware.com/eatt/ for more information.
THE 2025 EVENT WILL TAKE PLACE ON 30 JANUARY 2025 – more details will follow soon
