Podcast episode #12: How Open Data and Open Finance can help advisers and their clients to thrive

by | Sep 7, 2022

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In this week’s episode of IFA Talk, Sue Whitbread and Brandon Russell look at a way to make the complex modern world of digital banking, finance, and data much more simple and accessible for advisers’ clients – especially with the new Consumer Duty rules coming into view. 

Discussing the exciting world of open data, open finance as well as the pensions dashboard and the new Consumer Duty, our guest this week is former Olympian, Samantha Seaton, CEO of Moneyhub

In this episode of IFA Talk, Sam reveals just how she is championing consumers’ financial wellbeing and client relationships. It’s all done using advanced technology that allows adviser businesses to be so much closer to their clients through the clever use of data and today’s digital solutions.

Moneyhub – an alpha partner for the pensions dashboard project – are a data and payments company with a mission to enhance the lifetime financial wellness of people by using open data to open possibilities for businesses.

 
 

This was a very intriguing discussion that is well worth a listen. Samantha is clearly a whizz at digital financial solutions and shares many examples as to why and how Moneyhub could be advantageous to your advice business and your clients  – especially when it comes to dealing with the requirements of the FCA’s Consumer Duty rules in due course.

 

 
 

 

Click here to listen on Spotify 

Click here to listen on Apple Podcast 

 
 

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