On the train again today, this time in the cheap seats with the cheap coffee 😭 Today, I am doing three things: 1. Meeting with Freddie Addison to lock down how Ningi integration with Seccl is going to take our RoboAdvise journeys to the next level of awesome 🚀 2. Meeting with Mark Stringer and the team to talk sales & distribution of said RoboAdvice 🤖 3. Cleaning my laptop, it's still gross 🤮 --- People don't reallllllly often know that 'we do robo-advice'... and not the silly kind, the kind that advice businesses can use to help manage demand among smaller AuM clients who might not be cost efficient to serve with more standard operating models. At this point, our tech has generated hundreds of personal advice + suitability reports with zero human input -> all the data flows into the Ningi backoffice too 🤯 Book a demo - https://lnkd.in/eRJRNMZx #roboadvice #fintech #advisertech #financialadvice #financialplanning
Paul Claireaux
7mo
Looking forward to a demo, Peter. Mark Stringer sounds like someone I'd like to talk with also. The 'Clean the Laptop' is a nice running joke. Keep it running. Leave it dirty!
Financial services IT partner and expert | Co-Owner - Compex IT | Managed IT support | Data Security | Microsoft 365
7moThat coffee on your keyboard is making me break out into a nervous twitch