Season 1: Episode 42
Duration: 45 minutes
Technology plays a crucial role in the adviser experience, but what sits behind a platform can have a significant impact on service, innovation and long-term stability.
In this episode of the Transact Platform Podcast, Transact CEO Tom Dunbar is joined by Martin Jennings, CEO of Parmenion, and Ola Abdul, CEO of Fundment, to explore the role technology plays in delivering platform services and adviser outcomes.
Together, they explore:
The differences between proprietary and outsourced technology, and how each model affects control, accountability and development priorities.
How platforms manage technical debt, recruit and organise development teams, and use adviser feedback to shape their roadmaps.
Where outsourcing specialist capabilities can make sense while core technology remains under the platform’s control.
How AI could improve productivity, shorten delivery times and help platforms make better use of their data.
Why financial strength should be assessed across both the platform and any third-party technology providers it relies on.
Drawing on decades of experience building and scaling platform businesses, Tom, Martin and Ola share their perspectives on platform resilience, service quality and the future of platform technology.
Whether you're reviewing platform providers, interested in the role of AI or simply want a better understanding of what sits behind the adviser experience, this episode offers valuable insights into what really powers a great platform.
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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, or 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 and do not represent the views of Transact. Any references to third parties do not constitute an endorsement, recommendation, or preference by Transact. Please remember that the value of investments can fall as well as rise, and tax treatment depends on individual circumstances and is subject to change.