Seccl

Did you know that we're a B Corp? It's something we're really proud of. Here are a few of our people explaining why working for a B Corp matters so much to the team and why it makes Seccl such a great place to work… #Bcorp #Businessasaforceforgood #Sustainability

We're delighted to be sponsoring EATT2025! If you haven't already signed up to attend you'll find the registration link below and we'll see you there ?? #EATT2025 https://hubs.ly/Q02YSQj70

Missed Abraham Okusanya and David Ferguson's discussion about the wealth management tipping point? Catch up here ?? Watch the full webinar here - https://hubs.ly/Q02Yb0FC0 Download our Gradually, then Suddenly paper here - https://hubs.ly/Q02Yb3g10 https://hubs.ly/Q02Y9_bP0

We're super excited to welcome Prerna Goel as our chief operating officer today! Prerna has been instrumental in shaping the financial services landscape with nearly 20 years of experience across India, Canada and the UK with previous roles at ClearBank, Metro Bank (UK) and Capital One. Here's what she has to say about joining: “I couldn’t be more thrilled to join Seccl. From my first conversation with the team, I knew this was where I wanted to be. "David Ferguson's visionary leadership, Ruth Handcock's dynamic drive, not to mention the backing of Octopus — with its commitment to meaningful, long-term impact — make this an incredible opportunity. “Seccl is uniquely positioned to win, balancing rapid growth with the delivery of operational excellence and a desire to set new standards for innovation in the industry. "I’m excited to help shape this future alongside such a talented team, pushing boundaries and redefining what’s possible.” Read more in Dan Cooper's article ??

?We're looking forward to seeing everyone at this evening's Professional Adviser Women in Financial Advice Awards! We'll be celebrating our amazing colleagues - Alex Henderson who has been shortlisted for Woman of the Year - Fintech and Bobby Griffiths who is up for Rising Star - Non-advice. Wishing all the finalists the best of luck? #WIFA24

October’s wrapped up and, here at Seccl, we’re pushing forward even as the clocks fall back… Our assets have increased 128% year-on-year and our net inflows are up 126%, too. We’ve processed 87% more transactions than this time last year (that’s 300,000 for every member of the ops team!) While our tech’s received over 450 million API calls year-to-date as it powers the portfolios of 208,000 investors.

What do you get when an entrepreneurial investment manager takes on the established platform market? The P1 Investment Services platform is what... Check out our case study, as we take a closer look at how this next-generation platform is changing the game for financial advisers up and down the UK. With our (genuinely) straight-through processing at its core, the P1 Platform is helping a rapidly growing number of firms to turbo-charge their practices, allowing them to focus on advice, not admin. It's been great to watch first-hand their continued growth as a platform to be reckoned with and you can take a look yourself – check out our film and head to our website to find out more... https://hubs.ly/Q02Wrc0H0

Drawing on her experience of disrupting the retail banking space with the bold (and once unthinkable) move of launching a bank that didn’t accept cheques, Ruth Handcock, CEO of Octopus Money, offered an insightful look at the wealthtech tipping point at our recent ‘Gradually then suddenly’ event. Facing pressure from new entrants to raise their game, the savvy retail banking incumbents were those that looked to, and learnt from, the innovators. It’s a cautionary tale, and the takeaway is clear – wealth management is at a similarly critical juncture, and those in the industry have a choice —embrace change and get ahead, or risk being left behind. Catch the presentation in full https://hubs.ly/Q02VCLD50

In his latest column for Money Marketing, David Ferguson draws parallels between the wealth management industry's outdated infrastructure and the rapid technological advancements we've seen elsewhere. Just as the Nokia 3310 gave way to the iPhone, he predicts we're approaching a tipping point in financial services and the next wave of innovation could radically transform the way financial planning is delivered. Are you ready for the shift? Read more here: https://hubs.ly/Q02Ttl0X0

There's still time to sign up for tomorrow's webinar with Abraham Okusanya and our very own David Ferguson ??