FINTECH STRATEGIC PARTNERS - Key Persons

Kevin is an experienced professional specializing in document automation. He has developed extensive expertise in Xplan merge document design and coding during his 17 years working at Iress. His deep understanding of Xplan and its merge document capabilities allows him to create customized solutions tailored to the unique needs of the financial services industry. He has successfully implemented document automation projects for numerous organizations within the financial services industry, enabling them to scale their operations and achieve significant time and cost savings.

With over 15 years of experience ranging from paraplanning to management roles, Maryam brings a deep understanding of the intricacies of the financial services sector. Throughout her career, she has helped numerous businesses enhance the quality and efficiency of their statement of advice document production. Maryam's unique expertise lies in combining her extensive experience with advice documents and her passion for automation. By leveraging her knowledge and interest in automation, she assists businesses in becoming more productive and compliant. Her ability to identify bottlenecks and streamline processes enables organizations to optimize their document production and workflows to achieve greater efficiency. She brings practical and innovative solutions that not only improve productivity but also ensure compliance with industry regulations.

Peter heads our product development team and provides technology consulting service. With over 20 years of expertise as an IT manager for a multi-disciplinary financial service firm, Peter brings a wealth of knowledge and understanding of organization operations. With a high degree of problem-solving skills, Peter excels at analysing complex challenges and providing practical solutions. He thrives in identifying opportunities for improvement and leveraging technology to address them effectively. His ability to navigate intricate IT landscapes allows him to streamline operations, mitigate risks, and enhance overall performance. Peter collaborates closely with businesses to understand their unique needs and goals. He develops innovative strategies that align technology with organizational objectives, empowering businesses to stay ahead in a rapidly evolving industry. His passion for leveraging technology to drive success, combined with his deep expertise, ensures that his clients achieve tangible results.

Tim specializes in delivering cutting-edge financial market solutions through seamless integration with Iress. He developed his skills working at Iress over two decades. Tim's expertise in workflow automation helps organizations streamline processes and boost efficiency. As an experienced front-end and back-end developer, Tim is well-versed in the intricacies of Iress pro, web services, APIs and excels at developing seamless integrations. He has a deep understanding of the stockbroking technology stack and has worked extensively on building robust and efficient systems tailored to the unique needs of the industry. Now, he brings his vast experience and expertise to the forefront as a trusted consultant. With his guidance, organizations can tap into the latest advancements in the industry and leverage technology to optimize their operations, enhance efficiency, and achieve their business goals.