Looking back at our FinTech Innovation Lab pitch…

Beyond excited to announce that @lyfeguard.com has been selected for Fintech Innovation Labs 2025!

#FinTech

We’re delighted to announce that two distinguished industry leaders, Keith MacDonald and Geoff Towers, have joined the Lyfeguard Advisory Board!

Please join us in welcoming Keith and Geoff to the Lyfeguard family.

#WealthManagement #FinancialPlanning #Fintech

#cpfc ❤️💙

The Client-Centric Tech Stack Welcome back to Client-Centric Advice! I'm Fraser, co-founder of Lyfeguard. Through my conversations with advisers and my work building Lyfeguard's client management solution, I've seen great strategi...

The ability to leverage technology effectively is increasingly becoming a key differentiator in wealth management.

Stategically adopted tech stacks focus on leveraging tools to enhance services, deepen relationships and create a wholly client-centric experience.

www.linkedin.com/pulse/client...

#CPFC fans - here's a feed with all the latest posts and news on Crystal Palace ❤️💙

bsky.app/profile/did:...

📢 New Feed Alert! 📢

I've created a custom Bluesky feed that gathers all the latest news, insights, and discussions about the UK's vibrant fintech scene.

bsky.app/profile/did:...

#OpenBanking #Payments #Insurtech #Regtech
#Wealthtech #Neobanks #Fintech

Inheritocracy is must-read.

Eliza Filby explains how the opportunities we have in life are increasingly shaped by the ‘Bank of Mum & Dad’

#inheritocracy #booksky

@morganhousel.bsky.social's "The Psychology of Money": It's less about your IQ and more about your behaviour. Mastering your emotions and biases around money is the key to building wealth.

#booksky #personalfinance

Embracing AI to Stay Ahead of the Curve and Boost Customer Engagement  - IFA Magazine Artificial Intelligence (AI) essentially involves the application of computer technology to carry out tasks which have traditionally been accomplished by

How can AI enhance the client experience?

In my article for IFA Magazine, I explore the opportunities & complex challenges surrounding AI in wealth management.

Crucially, technology should enhance, not replace, the human element of advice.

#WealthManagement #AI

ifamagazine.com/embracing-ai...

Elon: 'X is the future'

Bluesky: 'Hold my decentralised server.' 🦋

IHT, CPT, APR... WTF?! Why Jargon Is Killing Client Relationships Is your financial jargon creating a barrier between you and your clients? Learn how plain language can boost understanding, build trust, and grow your practice.

IHT, CPT, APR... WTF?! 🤯

Jargon can create a barrier to understanding and hinder those crucial relationships.

Plain language is an adviser's secret weapon for better communication & stronger client bonds.

#FinancialAdvice #WealthManagement

www.linkedin.com/pulse/iht-cp...

We're so excited to share that Lyfeguard has been named one of the Top 20 most innovative startups in TechRound100! 🎉

#startup #fintech #awards

How AI can help financial advisers run their business The concept of artificial intelligence has been around for half a century but it has only recently been introduced into the mainstream.

My article in the @ftadviser.bsky.social last week:

#FinancialAdvisers #WealthManagement

www.ftadviser.com/better-busin...

Delighted to be nominated, alongside Gary, for this evening’s Great British Entrepreneur Awards.

Fingers crossed 🤞

@lyfeguard.bsky.social