Episode 4 - Proprietary Tech with Cadence Financial Planning
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Episode 4 - Proprietary Tech with Cadence Financial Planning
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A different sort of episode, and the first of what I'm calling my big picture ones: instead of a single tool, we look under the bonnet of a whole firm.
Keith Hare, Alex Bond and Craig Fitzsimons of Cadence Financial Planning build most of their own technology, and six people are running a stack that punches far above its weight.
We cover the onboarding tool they sketched on a Thursday and released the following week, a suitability engine on version 13 in four months, a case that took 35 outsourced hours and now takes two and a half, and the hallucination that invented an FCA rule.
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