Engage Financial Solutions expands consulting team to drive new tech adoption

Engage Practice Management has appointed Ivon Gower, a 25-year veteran of the finance sector, as a key member of the practice management consulting team, expanding the technology firm’s capability to “support practices in navigating the rapidly evolving technology landscape”.

Launched in December, Engage Practice Management is a partner firm of Engage Financial Solutions, providing leadership coaching, training and development services tailored to the needs of financial advice, accounting, mortgage broking and law firms.

Engage Practice Management stated that the addition of Gower reinforces the technology firm’s commitment to helping professional services firms thrive through “strategic technology adoption, business efficiencies and enhanced client service models”.

Prior to joining the firm, Gower was the director of financial planning products in Australia and New Zealand for Morningstar for more than two years, before which he was head of product at Midwinter.

In his new role, Gower will work with advice practices to optimise their technology infrastructure beyond core financial planning systems to help them streamline operations, drive efficiencies and “future-proof their technology strategies”.

To achieve this, Engage said Gower would focus heavily on helping practices enhance their use of Microsoft products, integrating ancillary applications and leveraging artificial intelligence.

Speaking on the appointment, Engage Practice Management director Lena Ridley noted the value Gower’s knowledge will bring to the team.

“Ivon’s deep expertise in financial services technology, combined with his understanding of the challenges faced by advice firms, makes him a valuable addition to our consulting team,” Ridley said.

“His insights will help firms make smarter technology decisions that improve operational efficiency and long-term business success.”

Likewise, Gower said he is pleased to be joining the team and the opportunity to work directly with advice practices.

“By improving the way firms adopt and integrate technology, we can deliver significant cost and time efficiencies, allowing advisers to focus more on client outcomes while ensuring their businesses remain scalable and competitive,” Gower said.