ammonite

主要行業: 不適用

ammonite powers IFAs and Wealth Managers with a new way to access the mass market. Co-founders Rob and Caroline bring a combined 30 years of industry experience to the problems facing advice businesses. These businesses are using the same tools and processes as they were 20 years ago. Their client books are ageing, their businesses can’t scale, and advisers are frustrated by the clunky tech available to them. What’s more, the intergenerational wealth transfer of £327Bn over the next ten years has woken advice businesses up to the fact that they need to future proof by engaging the younger / mass market – a huge potential opportunity with millions crying out for affordable advice. ammonite tech changes the game by powering these businesses with a hybrid advice solution that increases conversion, massively reduces acquisition / onboarding time/cost, and will ultimately semi-automate the ongoing advice servicing for clients. By significantly reducing time cost, ammonite can open up the mass market for advice businesses, and power the future of the industry.