Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Formed in 2007, we are one of the fastest growing, most innovative organisations in the UK today and one of just 74 UK companies to rank within the Deloitte Fast 500 Technology for 2013. Through our group of companies – True Potential Investments (wealth platform), True Potential Wealth Management, True Potential Associate Partners (financial advisory services), and True Potential Adviser Services (technology and business support services) – we work with over 22% of UK Financial Advisers and their clients. We’ve also recently launched a D2C service, True Potential Investor, which gives members of the general public access to the same award-winning technology and products that had only been available through advisers.

How they describe their product/innovation: impulseSave® is our most significant innovation to date. This first-of-its-kind technology, unique to True Potential, allows clients to make micro payments into their investments whenever and wherever they choose. With the touch of a button, clients can top up any investment vehicle that isn’t housed within a bank. They can add as little as £1 or as much as needed to keep their investments on track or to reach their financial goals faster. Until now, if people had £20 or less to spare, they would be unlikely to invest it due to the effort it would take to do so. But now, it’s fast and easy and we are demonstrating how, using our technology, it all adds up for a better future.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)

Contacts:

Press: Daniel Harrison, Senior Partner, dan@tpllp.com