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Discover how technology is revolutionising the later life lending landscape with financial services veteran Dave Miller from Fintel. Gain insights into how digital tools are not just enhancing client meetings and document management, but are also offering older customers more flexible, efficient services tailored to their needs. Learn about the growing interest in equity release as a means to sustain living situations, supported by accurate record-keeping and proactive CRM strategies that foresee client necessities.

Our conversation also ventures into the critical synergy between technology and compliance within financial services. We discuss the evolving connectivity in the fintech ecosystem and the importance of early communication in product development to foster seamless innovation. Understand how data capture, robust CRM integration, and flexible approaches — from electronic self-service to traditional interactions — are vital for catering to a diverse advisory population, ensuring that consumers receive top-notch outcomes no matter their tech proficiency.

Finally, we tackle the integration and innovation in financial services, focusing on managing client vulnerabilities and enhancing data precision. Delve into the advancements in equity release processes through API standards, unlocking efficient data flow between platforms and lenders. Dave shares his perspective on balancing data collection for accurate quotations with minimizing burdens on advisors and clients. We also explore how AI-driven tools are simplifying procedures, enhancing engagement, and maintaining impartiality in a competitive market. Tune in to understand how strategic tech integration can lead to superior outcomes for everyone involved.

The Master Later Life Lending Podcast is aimed at qualified advisers in the mortgage or financial services industry.

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