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Advice tech start-up announces new hire

Yasmine Masi4 February 2022
ifactfind appointment

Financial planning technology start-up, iFactFind, has appointed Bill Taylor to the newly created position of Chief Operating Officer, as the group looks towards expanding in the next 12 to 18 months.

Former Business Manager at Trapeze Group and Head of Asia Pacific at global event automation platform, Certain, Taylor will lead iFactFind’s transition to a modern Software-as-a-Service (SaaS) business and into New Zealand’s financial planning market.

Reporting to iFactFind’s Chief Executive Officer, Dr Paul Moran, Taylor will also drive the group’s business development strategy by working with financial advisers and Australian Financial Services Licensees (AFSLs).

“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,” 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.

“Tech start-ups often wait too long to appoint senior people in the right roles. We are investing ahead of the curve to ensure the right structure and processes are embedded to support the consistent, efficient delivery of our products and services.”

Originally founded in 2018, iFactFind is a cloud-based solution that helps financial advisory businesses gather, manage and securely store client information.

Taylor said the rate of structural and regulatory changes in the financial services industry alongside ongoing economic uncertainty has created opportunities for advisers to actively engage with clients.

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

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