From the blog

Philip Hodges of Guiide Talks About Digital Transformation and New Fintech

  • by Time4Advice on
Philip Hodges talks about digital transformation and fintech

Our mission is to help  financial advice firms digitally transform themselves so that they can build sustainable and profitable businesses that deliver exceptional client service. Therefore, we are always keen to partner with innovative firms and solutions that help them, and us, deliver even more value to financial advice firms. Our latest interview is with Philip Hodges, Director at Guiide

Guiide is a new FinTech company that helps consumers understand more about their retirement options so they can make informed decisions about how to take their retirement benefits when the time is right. Guiide was set up to service the 50% of people that enter draw down without taking advice. Already attracting thousands of visitors per month to its website, Guiide is also creating a wealth of opportunities for financial advice firms as many of the consumers that interact with its tools request help with financial planning.

The opportunity for financial advice firms

For those consumers that request financial advice, Guiide refers them to a carefully chosen panel of financial advice firms. It is important to say that Guiide is not a pure lead generator business. It operates a commercial referral model in which they are paid only if the consumer transacts business with the chosen financial advice firm.
In addition, the technology that powers Guiide is available to financial advice firms to whitelabel for themselves so that they can offer and attract those seeking retirement advice under their own brand.

Interested in joining the Guiide financial advice panel?

If your firm is interested in joining the Guiide financial advice panel or finding out more about their technology, contact details are as follows:

contact@guiide.co.uk

 
Please note, this interview was conducted following all social distancing guidelines.
Thank you for the comment! Your comment must be approved first

Latest news

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

Transact’s Parent Company Acquires Time4advice

IntegraFin Holdings plc (IntegraFin), the company which owns Integrated Financial Arrangements Ltd which operates the Transact Platform, is pleased to announce the purchase of Time4Advice, the specialist software provider for financial planning and w…
Read article