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.

Getting the most out of client portals with Tessa Lee

Feb 13th, 2020 29m 24s

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 r

When behavioural science meets fintech with Michael Free

Feb 3rd, 2020 33m 36s

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.

Supporting entrepreneurial IFAs with Nuala Clamp

Jan 16th, 2020 30m 10s

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

Marketing and social media with Laura Janes

Dec 19th, 2019 28m 36s

Laura Janes, founder of financial services marketing agency, Uniquity, joins Mark to talk marketing, social media, brand and more.

Client Portals with Richard Ross

Dec 5th, 2019 29m 58s

This week 'Client Portals' is the big theme on Loose Change, as Mark chats with Iress' Digital Product Manager, Richard Ross.

The evolution of adviser technology with Pete Williams and Allan Clarke

Nov 21st, 2019 31m 53s

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

Client partnerships that deliver with Alex Hore

Nov 8th, 2019 23m 33s

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