Financial planning technology start-up, iFactFind has appointed former Business Manager at Trapeze Group, Bill Taylor, to the newly created position of Chief Operating Officer, signalling the group’s plans to expand rapidly over the next 12-18 months.
Taylor, who previously led the Asia Pacific division of global event automation platform, Certain, will spearhead iFactFind’s transformation to a modern Software as a Service (SaaS) business and foray into New Zealand’s financial planning market.
He will also drive the group’s business development strategy and work with financial advisers and Australian Financial Services Licensees (AFSLs) to deliver practice efficiencies.
Taylor will report to iFactFind Chief Executive Officer, Dr Paul Moran.
“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,” Dr 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.”
Established in 2018, iFactFind is a cloud-based digital fact find that helps financial advisory businesses efficiently gather, manage, and securely store client information.
iFactFind currently has two-way integrations with providers including Xplan and Worksorted.
Mr Taylor said the easing pace of structural and regulatory change in financial services, coupled with ongoing economic uncertainty, created opportunities for advisers to actively engage with clients and build strong businesses.
“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.”