From the blog

Introducing Gemma Barker - Winner of the threesixty Adviser Tech draw

  • by Roland Rawicz-Szczerbo on
Gemma Barker flying the Extra 300L

As a Financial Adviser with KMG Independent, I went along to ThreeSixty's "Adviser Tech" event at the beginning of 2019 on a fact finding mission to keep up to date on the industry tech solutions that are available. Roland from Time4Advice was delivering a presentation on how his software, CURO, can get advisers' businesses out of back office "Excel Hell", which included an unforgettable interview from the cockpit of an aerobatic plane piloted by Roland himself. He said that anyone could hand in their business card to be entered into a prize draw to win a flight and I was extremely keen!

While we were chatting we decided to schedule a full demo of CURO at a later date. In the demo Roland was able to show the seamless way that CURO guides a user through processes, and the ease with which you can maintain just one client database so data isn't duplicated or wrongly recorded in multiple places. The streamlined way of working and reduction of potential for human error makes so much sense for the advice industry going forward and I'm sure CURO will continue going from strength to strength.

Lucky for me, Roland got in touch a couple of weeks later to let me know that I had won and we would be flying this Summer. When the day came I was feeling the nerves and regretting ever entering at all, but I'm so glad I did. I slotted myself into the front seat of the plane and we took off; Roland calmly explained what he was about to do every time he was performing a manoeuvre, and we starting twisting and turning in and out of the white fluffy clouds. It was the most amazing experience seeing the beautiful Oxfordshire countryside from above and feeling the plane smoothly rolling, flipping, and stall turning, I even got a chance to fly the plane myself and perform a roll!

This isn't an activity for the faint hearted... by the time we landed 20 minutes later I was feeling a bit green around the gills but on a HUGE high. Thank you Roland for an incredible experience that I will never forget!

Watch Gemma's flight HERE

Thank you for the comment! Your comment must be approved first

Latest news

Time4Advice Launches an Accredited Partner Programme

Time4Advice today announced that it has launched an Accredited Partner Programme designed for consultancy, specialist training, and outsourcing firms who work within the financial planning and wealth management sector. Many financial advice firms rel…
Read article

Professional Adviser Awards - 'Best Technology Provider' Time4Advice

We are proud to have been awarded ‘Best Technology Provider’ at this year’s Professional Adviser Awards. The award is a fitting testimony to our dedicated team who work tirelessly on developing CURO. We would also like to take this opportunity to tha…
Read article

Time4Advice Adds More Features And Functionality To Its Client Portal

Time4Advice has added more features and functionality to its Client Portal. As a result, financial advice firms can now provide their clients with a comprehensive view of their portfolio and financial position across investments, savings, assets & li…
Read article