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Hannah Wemyss
Client Delivery Manager
Hannah Wemyss is NextWealth’s client delivery manager, supporting our quantitative research and project managing our engagement with clients. She has led our work on platform documentation submission requirements and e-signatures.
Before joining NextWealth Hannah studied International Business with Business Analytics and Technology at the University of Strathclyde Business School, spending 6 months studying at The University of Ottawa. Her Honours year research thesis focused on global expansion within information technology firms.
Having also previously worked at a tech firm SIMUL8 and interning at Embark, Hannah has a keen interest in adviser technology and the possible future efficiencies achievable within the sector.
All posts by Hannah Wemyss
Adviser Productivity Tools
At NextWealth we decided to map the productivity tools being used by financial advisers to help spread the word about the tools that are working for other firms.
Rekeying to no-keying: what’s new in adviser tech
Greetings! In this month's NextWealth Adviser Tech newsletter we examine the shift from re-keying to no-keying, robos for retirees across the pond, replatforming and price wars.
A free health check for your tech
In our conversations with financial planners from businesses both large and small, a common theme that emerges when we talk about technology is the under utilisation of existing tech within the business. “Using a Rolls-Royce to do the school run”, is how one planner described his firm’s dilemma.
Lessons from the ‘Parmenion is not a platform’ debate
Heather Hopkins article on the 'Lessons from the ‘Parmenion is not a platform’ debate' is published on NMA.
Financial Advice Business Benchmarking
In conjunction with the Personal Finance Society (PFS), NextWealth have published a report on Financial Advice Business Benchmarks.
Josh Butten of boosst talks adviser tech
Josh Butten was born to be a financial planner and he exudes enthusiasm about his chosen profession. We met at the NextGen Conference in Manchester and got to talking adviser tech. boosst are serious about tech. They self-describe as “a business that embraces new ideas and strives to make the best use of technology as it evolves.” And they take their tech seriously as I found out when I spoke to Josh.
Popular Tech Amongst Financial Planners
We wrote a blog post for Voyant's website. We discuss some of the findings from our research in launching this directory.
