In this episode, Integrations Manager Tom Phillips is joined by Sim Sangha, Co-founder and Business Development Director at moneyinfo, to explore how integrations are reshaping the UK financial advice market. Sim explains the role of APIs in reducing friction across the adviser ecosystem, and how client portals interact with platforms to drive efficiency and generate cost savings.

They discuss the impact of automated account opening, the progress made so far, and what motivates advisers to adopt integrated solutions. Looking ahead, Sim shares what’s next on the development horizon, with a focus on giving advisers greater control and flexibility to operate in ways that suit their business.

A practical and insightful conversation for financial professionals navigating digital transformation.

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This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.