About Wealthtech Pros
OUR MISSION
To help you serve more clients by adopting integrated technology solutions, digital first ways of working and efficient processes. We seek to create value for you and your customers by harnessing technologies and efficient digital first experiences that drive service excellence and increased profitability.
Why we are different
We are impact oriented and dedicated to making change in unprecedented timescales. By making our services available on a fractional basis with consultants who have decades of experience in the wealth management industry we can add value immediately.
You can hire us for hours, days, weeks even months depending on your needs. We bring knowledge, experience and conviction to all our assignments. Combined with an ethos of skills and knowledge transfer.
Client profiles
We work with a diverse range of clients with specific needs:
Consolidators: Supporting due diligence and advising on integration approaches that accelerate value realisation by delivering cost and revenue synergies.
Platform providers: Creating digital first client experiences that reduce cost to serve, enhance service delivery and customer experience.
IFAs: Implementing technology and processes that create additional capacity to serve more clients and enhance referrals.
IFA Platform adoption: Design and implementation of “adviser as a platform”.
Founded by industry veteran and former CTO of Novia Financial and supported by a team of seasoned experts.
Dave Howard
Dave has been at the forefront of our industry since the formation of Selestia where he worked with pioneers Bill Vasilieff and Brett Williams as the CTO to launch the platform. Dave has formed and led several consulting businesses and has a track record of platform implementation, migration, operational optimisation, integration and customer experience design and delivery.
Dave has Board Director and non-executive experience and is renowned for his development of analytical tools and change frameworks provide a data centric approach to service optimisation. Dave is a SAFe Practice Consultant with in-depth experience of Agile software delivery and adapting IT practices to businesses seeking to transform digital service delivery and driving increased profitability.
Stanlib
“Working with Dave and his team has been a real asset. They brought deep expertise and a Fintech start-up an entrepreneurial mindset to our programme. Their expertise saved us both time and money and where often the voice of reason between us and our software vendors. They brought big picture implementation thinking together with hands on delivery experience.”
Richard Denning. CEO. M&G Platform
“I have worked with Dave for many years on a number of wealth sector business transformations. These ranged from pure start-ups to enterprise-level transformations in big businesses. His knowledge, strategic insights, analytical abilities, attention to detail, and work ethic are second to none. I very much hope Dave and I can work together again in the near future!”
Paul Boston, Director Hundreds & Thousands
“Dave and his team really understands the nuts and bolts of wealth management from sales through operations and technology. Their use of data and experience to identify opportunities and build consensus was top notch.”
Get In Touch
If you’d like to find out more about how we can help your business, please get in touch. You can send us an email or schedule in a meeting at a time to suit you.