When Platform Technology Changes, What Should Advisers Do? with Georgina Smith

Send us Fan Mail When the technology behind a financial platform changes, advisers can feel the impact long before the project is finished. In this episode of PROpulsion LIVE, Georgina Smith joins us to unpack the recent migration of assets from the legacy STANLIB LISP platform to INN8, an 18-month project involving multiple channels, advisers, clients, products and internal teams. We explore what made the migration work, what the team learned along the way, what Georgina would do different...