Upfront | Podcast on Podbay

Upfront

Iress

Financial services. We all need them. So why does the mere mention of finance turn so many people off? What’s it gonna take to turn people on? Comedian Olga Koch asks the questions everyone is too afraid to ask, in a series of bold and frank conversations about what’s right - and wrong - with financial services today. Does finance have to be so predictable and blue? Can we rip apart the financial jargon to get behind something everyone actually understands? How well does the industry understand what customers want? And the ultimate question; how can financial services build businesses that people truly love? On each episode, outspoken experts share their upfront views on how the industry can solve some of its biggest challenges and move ahead. So, if you work in financial services, you need to listen up. Upfront is a 10 part series brought to you by Iress, the tech crew making it easier to love financial services. A new episode releases every 2 weeks.  Subscribe to Upfront so you never miss an episode. Get in touch via [email protected] or get even more upfront on the blog at iress.com/upfront Find us on LinkedIn: https://www.linkedin.com/company/iress/   

No one should have to use a dictionary to decode investment advice or need a PhD to understand a pension or super statement. So why is the language of financial services still such a mystery? Upfront asks: How can we make financial services more accessible to everyone? Julia Newbold, former editor of Money Magazine Australia, and Charlie Corbett, director at the Plain Speaking Institute UK, give us their no-bullsh*t views on the language of financial services and provide advice on how the industry can be more helpful to more people. What's your opinion on the language of financial services? Tell us at [email protected]. Get bonus content from this episode - including our free guide to building a financial services business that speaks to people. on the upfront blog: iress.com/upfront. Follow us on LinkedIn: https://www.linkedin.com/company/iress/ See omnystudio.com/listener for privacy information.

Jun 1, 2022

22 min

Out of the Blue

Take a quick trip around the online world of financial services, and it gets hard to differentiate one wealth manager or investment bank from the next. There’s a lot of blue. Blue logos. Blue websites. Blue ties. And let’s not forget the men in blue suits! Upfront asks: Do financial services have to be so predictable? Michael Gough, Strategy Director at brand and design agency Sparks, and Julia Streets, CEO at Streets Consulting, give us their take on that question. Find out what financial services businesses need to do to become more distinctive and memorable and why connecting with younger, more diverse communities will help the industry solve one of its biggest challenges. Do you think financial services are predictable? Tell us at [email protected]. In the mood for more? Get extra content from the episode - including more from our guests plus our free guide to building a financial services business that stands out. Head straight to the Upfront blog: iress.com/upfront. Follow us on LinkedIn: https://www.linkedin.com/company/iress/ See omnystudio.com/listener for privacy information.

May 18, 2022

29 min

Upfront Podcast Trailer

This is Upfront. The podcast hosted by comedian Olga Koch that features bold and frank conversations about what's right - and wrong - with financial services today. Subscribe and follow now so you never miss an episode and tell us about your experiences of working in the industry at [email protected] and get even more Upfront with us on the blog iress.com/upfront See omnystudio.com/listener for privacy information.

Apr 19, 2022

50 sec