Martin Jennings

We're thrilled to have Martin Jennings, CEO at Parmenion, as our special guest. Martin delves into the intricate world of financial platforms, discussing the crucial role of trust and the impactful use of technology in the financial advising landscape. He offers a deep dive into how financial advisers can effectively evaluate and utilise fintech platforms to enhance client experiences and outcomes. Martin also sheds light on the current trends and future prospects in the industry, providing valuable strategies for navigating the ever-evolving fintech ecosystem.

In this episode, Martin and Pete discuss the following topics:

• 00:00 - Intro
• 01:00 - Welcome Martin Jennings
• 01:08 - Building a Platform
• 03:53 - Race to The Bottom • Price Can't Be Your Only USP
• 07:55 - How Do You Judge Cost vs Value?
• 10:55 - What's The Point of Rating Agencies? • Evaluating Service
• 15:20 - Irreducible Amount of Complexity
• 18:12 - Transfers • Prioritising Features
• 23:15 - Should Financial Advisers be Trusted?
• 27:04 - Unregulated and Untrustworthy Financial Advice
• 28:28 - The Advice Gap • Feature Function War
• 31:42 - AI and Machine Learning in Finance
• 33:57 - Doing the Basics Boringly
• 35:04 - How to Make Your Practice More Efficient and Effective
• 37:34 - Making Financial Services Simple