In this episode of The WealthTech Insider, join host Danni Le Grande as she delves into the world of technology transformation with Greg Barter, Director and Principal of Allied Wealth. Discover the story of Allied Wealth’s strategic decision to revamp its technology infrastructure to better support its growing business. From the initial hurdles that prompted the need for change, to the planning, selection process, and stakeholder engagement, Greg and Danni explore every facet of this transformative journey. 

 

Listeners will get an insider’s look at the challenges faced during implementation, the solutions crafted to navigate these obstacles, and the efficiencies realised as a result. Greg shares personal insights and learnings from the experience, shedding light on the ongoing process of technology optimisation and the future innovations Allied Wealth is considering.

 

Moreover, the episode doesn’t shy away from offering actionable advice for other businesses contemplating a similar path of technology evolution. 

 

Join us for a deep dive into the heart of tech transformation in the wealth management sector on The WealthTech Insider!

EP 20: Allied Wealth’s Strategic Tech Overhaul and Its Impact