Mat Grice

In this episode of Advice Amplified, join Mat Grice, Head of Product at Parmenion, as he delves into the challenges and opportunities within the financial advice industry. Discover how we can leverage data and technology to streamline processes, enhance client-adviser relationships, and reshape the advice industry. Matt shares his insights on the importance of seamless digital experiences, the evolution of advisery platforms, and the exciting future of integrating AI into financial services.

In this episode, Pete and Mat discuss:

• 00:00 Introducing Mat Grice
• 00:55 Improving the relationship between clients and advisers
• 02:22 Pace of change in the financial industry
• 03:09 Improving communication
• 04:40 Transparency is the priority for user journeys
• 05:29 Encouraging collaboration between providers
• 06:20 How well do providers work together?
• 07:23 Why is data integration lagging behind in advice industry?
• 08:40 What role should the regulator play in tech?
• 10:01 Where will the industry be in in future?
• 12:46 Early uses of AI and tech in the advice process
• 16:16 Mat’s golden nugget of advice for platforms