Richard Wake
Chief Operating Officer @intelliflo
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WORK HISTORY
Chief Operating Officer @intelliflo
EDUCATION
Sherburn In Elmet
GNVQ Business Intermediate & Advanced, Business Studies
SKILLS
ABOUT RICHARD WAKE
I am fortunate to combine two of my primary passions in life: technology and financial advice.I have been in the financial services industry for nearly 25 years. From the beginning of my career, I’ve always been interested in looking at ways technology can help streamline processes and enable growth. Over the years I have managed many changes in legislation from RDR, to the depolarisation of the advice world, even back to disclosing commission. What have all these shifts and challenges had in common? Technology has empowered us to move forward. I firmly believe that strategically leveraging technology can drive meaningful efficiencies and experiences for financial advisors.I manage a wide range of aspects including sales, customer experience, data migration, and more. intelliflo is transforming the financial advisory space by providing a single platform to manage the end-to-end advisory experience, helping businesses increase efficiencies, optimise margins, and grow. Our mission is to widen access to financial advice, and once again technology is serving as an enabler.
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