Welcome to the October edition of the myprosperity update! It has been a milestone month for the company and as many of you would know, this is my final update as CEO. From today, I am passing on the CEO baton to my talented colleague, Stephen Jackel. Our partner numbers now exceed 650 and on the people front, we are now at 43 staff. I am extremely proud of what the company has achieved to date and I am looking forward to working with the board as we enter our next phase of growth.  

Market Insights 

 

Would you trust financial services from your airline? If the answer is yes, you’re not alone. 23% of people surveyed in Deloitte’s recent whitepaper Restoring trust in financial services in the digital era see airlines as a trustworthy financial service provider. The report also found more than half of customers believe the digital experience still needs improvement. These shifting demands reinforce the need to have a digital footprint and adopt technology to provide a great client experience. You can check out the full report here.

 

Marketing Masters

When it comes to company websites, we all know first impressions count! Our next Marketing Masters is coming up next Wednesday 7th November so make sure you secure your place! Join us as we look at the best website design strategies to deliver an optimised customer experience, take deep dive into paid advertising and the best channels to help you cut through the noise and engage prospects. Register now!

Infrastructure Upgrade 

 

We have made some big upgrades to our infrastructure over the past few weeks to improve the platform’s stability, performance and speed. Our development team have worked around-the-clock to rewire parts of the platform and upgrade the stability of our data feeds. Specifically, we have migrated all production data onto completely new architecture in our cloud provider (AWS) and migrated approximately 75,000 data feeds via our API provider (Yodlee).

 

Product Update

Kwidz – Now live!

 

Our new financial app for kids, Kwidz, has just launched today! Kwidz is a great tool to help your clients build their children’s financial literacy and demonstrate the value of your advisory services to the next generation. The app is available to all clients on Pro subscriptions. Ready to get started? Visit our dedicated support page for more information.

Digital Fact Find – Coming soon!

 

We’re gearing up to launch the upgraded digital fact find and the wait is nearly over! Soon, partners will be able to automate the entire fact find process for their clients using the new wizard in the wealth portal. We know that time-saving efficiencies are a key focus for our partners, and we’re excited to bring you a tool that gives you more time to focus on the areas that matter to your clients. Stay tuned for further updates!

 

That brings me to the end of my update. I’d like to thank all of our partners that have shaped our journey to date and I am looking forward to embracing new opportunities as we embark on this next exciting chapter.  

Stephen will be sharing the next CEO update on Thursday 29th November. I hope you have a fantastic November!