Local advice tech start-up announces COO

The advice tech start-up has confirmed Trapeze Group’s former business manager Bill Taylor for the role as it looks to “expand rapidly” over the next one to two years.

Mr Taylor will be responsible for driving iFactFind’s transformation to a modern software-as-a-service (SaaS) and expansion into the New Zealand market.

“iFactFind is poised to continue growing, as more advice businesses move from static paper-based fact finds to dynamic digital solutions that enable them to enhance the client experience, collect real-time client information and gain deeper insights to inform their advice,” chief executive Dr Paul Moran said.

“Bill is a highly respected, experienced IT professional with over 15 years’ experience, and we are excited to have him on board at this critical time for the business.”

Mr Taylor will also work with financial advisers and AFSLs to deliver practice efficiencies.

“Across every industry and sector, technology is playing an increasingly important role in driving customer engagement and strengthening client relationships,” Mr Taylor said.

“Our goal is to help financial advisers and their clients benefit from this trend too.

“As we continue to grow and gain momentum, we want our clients and business partners to be confident that the right structure, governance and processes are in place to ensure ongoing investment in our solutions and client proposition.”

Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.

Neil is also the host of the ifa show podcast.