Gary Shepherd, business development director here at Sprint Enterprise, joined Asset TV to discuss how access to accurate, timely data is reshaping UK adviser and wealth management.
Gary explains how data hubs are replacing tangled point-to-point integrations, giving advisory firms, investment platforms, DFMs and software providers instant access to performance-critical information through solutions like FINIO. He also explores why the days of manual rekeying are numbered, what the reinvention of CRM means for advice firms, and how to cut through the noise of the latest tech ‘gold rush’.
There’s plenty of insight for anyone looking at how data flows across their business, and practical advice on what it really takes to lead in the advice market today.
Watch the full interview to hear Gary’s take on where adviser technology is heading next.
