In this week’s episode of IFA Talk, IFA Magazine’s weekly podcast, we focus on data, talking about how advisers can turn raw client information into really personalised financial planning.
Joining us to do so is Rowan Whittington, Chief Product Officer at Dynamic Planner. Rowan sits on the Senior Leadership Team, the Executive Management Team and the Board and leads the product vision and strategy across Dynamic Planner’s offerings, ensuring they deliver meaningful impact to financial advice firms and the clients they serve.
Together, we’ll discuss what ‘good data’ really looks like inside a modern advice business, and how client behaviour is changing with the real-time digital access they have now.
Along with that, we’ll also dive into the ever-present topic of AI, asking what the next five years of AI and automation might mean for data-led advice.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Also, head on over to Octopus Investments website to learn more about Estate Planning, as mentioned in this episode!
Rowan Whittington
Rowan leads the product vision and strategy across Dynamic Planner’s offerings, ensuring they deliver meaningful impact to financial advice firms and the clients they serve. Her role is pivotal in shaping how people access the financial help, guidance, and advice they need to fund the lives they want, with a particular focus on innovation, user experience, capacity, and long-term value. Rowan is a member of Dynamic Planner’s Senior Leadership Team, the EMT, and sits on the Board.
She joined Dynamic Planner from Confused.com, where she held senior roles including Product Director and Head of Personal Finance. Previously she was at Admiral Car Insurance, where as Head of Product she was part of the Senior Management Team behind the creation and launch of Veygo temporary car insurance and learner driver insurance product.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
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