Adviser 3.0 Presents

The Future of Platforms

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What to expect...

Get ready for an electrifying session where you'll hear directly from the CEOs of these leading platforms as they unveil their visions for the future! Under the watchful eye of Heather "Emily Maitlis" Hopkins, these titans of industry will face tough questions and scrutiny about the evolution of their platforms. Benefit from different perspectives, anticipate industry trends, and witness the shaping of tomorrow's digital landscape. Expect no-holds-barred discussions, surprising insights, and the chance to pose your burning questions directly to the experts.

Meet the Speakers for this Session

David Ferguson, CEO, Seccl

David is the CEO of Seccl, an investment platform focused on empowering people to invest wisely. He's passionate about leveraging Seccl's API-first technology and fostering a positive culture, supported by Octopus' ownership, to drive success in today's tech-driven world. Previously, David founded and led Nucleus, guiding it from start-up to £20bn in AUA with a customer-centric approach.

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Martin Jennings, CEO, Parmenion

Martin is the driving force that’s taken Parmenion from strength to strength since 2016. As CEO, he fuels innovation, drives growth and champions unparalleled service for our customers. He has an enviable track record of senior positions in the financial service platform and technology market and an impressively broad skillset.

Having built or supplied investment platform services right across the globe, he is perfectly placed to guide Parmenion’s continuous improvement of products and services to bring ever-increasing value to advice and planning businesses – and their clients. 

Nick Eatock, CEO, intelliflo

Nick is a long-standing and passionate supporter of the value of financial advice. He has pioneered the role of technology solutions that fundamentally improve the efficiency and engagement experience for both clients and advisers. In turn, this has the potential to significantly widen access to financial advice.

Nick is responsible for ensuring that intelliflo delivers to its strategic vision by supporting, coaching and mentoring the great people who work for us. 

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Heather Hopkins, CEO, NextWealth (Chair)

In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK.

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