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Xplan integration survey | Campaign and prospect tools short survey
As a valued Xplan customer you're invited to complete our 2 minute survey about campaign and prospect tools. Your feedback will help us better understand the tools you use and the value of possible future connections with Xplan. Customer feedback helps shape our decisions - we encourage you to have a say! Complete survey…
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What’s new in UK Wealth?
Hi everyone When I was appointed as Head of Operations & Relationship Management, you told me via survey feedback that you want us to keep you better informed. I committed to you that I would work to improve the communications and updates we provide. We know staying connected and up to date is harder than ever, and there’s…
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Iress named Best Technology Provider at Professional Adviser Awards
We were over the moon to be named Best Technology Provider at the Professional Adviser Awards, held in London on 18 March. This recognition means a lot because it reflects the significant progress we’ve made in our commitment to delivering outstanding technology, service and support - and the incredible team behind it.…
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Last chance: Have your say (and win a $1,000 Visa gift card!) (AU)
We’re wrapping up the Adviser Technology Survey, and your input could make all the difference. Tell us how you’re really using tech in your advice business: what’s working, what’s not - and help shape how we support you via the Advisely community, and through Iress software. It takes about 25 minutes, responses are…
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Upfront S3, Episode 8 - CX Appeal
Joining us on the new episode of Upfront is Amanda Stevens - one of Australia’s best female speakers on customer experience. It's a brilliant episode talking about the challenges of committing to customer experience amid efficiency drives and cost-cutting. Contains excellent advice, practical frameworks and inspiration for…
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Upfront S3 Ep.2: It’s Showtime!
What do the most successful financial advisers do differently? That’s the upfront question for our guest, financial advice marketing expert and the world’s best G&T maker, Philip Calvert. Join host and fellow financial adviser Emmanuel Asuquo as he uncovers the tricks and techniques guaranteed to win and retain clients.…
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The new series of Upfront starts on 26 June!
Listen up! The award-winning financial services podcast from Iress is back. The new 10-part series starts on Wednesday 26 June, with a new host: UK-based financial adviser, author, and TV personality Emmanuel Asuquo! Series three is full of upfront conversations that everyone in financial services needs to hear, like:…
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New feature coming to the Iress Community: Group Hubs
As we work to improve the Iress Community, we are excited to introduce Group Hubs! Group Hubs are essentially smaller communities within the overall Iress Community. Each group hub is an active space where you can access dedicated information, engage with peers and the teams within Iress who support this topic by asking…
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Enhancements to the Iress Community and Iress Learning Centre Login Process
We're thrilled to announce enhancements to the way you access the Iress Community and Iress Learning Centre – a new streamlined login process! The new login process comes with improved security features to keep your personal information even more secure and makes resetting your password easier. You will also have the…
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Upfront podcast S2 E3 - No Doubt About It with Alison Shamir
Upfront podcast S2 E3 - No Doubt About It with Alison Shamir How do we stop imposter syndrome getting in the way of success? 70% of people get imposter syndrome and it also negatively impacts organisations, particularly in high-performance cultures like financial services. In this episode, comedian Olga Koch is joined by…
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Upfront podcast S2 E2 - That's a problem for future Olga with Mark Pittaccio
The next episode of Upfront is out now! Making a financial decision is scientifically proven to be one of the hardest things for a human to do. We just can’t get our heads round it, so we bury them in the sand instead. In this episode, comedian Olga Koch is joined by one of the UK’s leading behavioural economists, Mark…
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Upfront is back! S2:E1 - Elevator pitch with Kevin Chesters
Listen up, punks! The award-winning financial services podcast from Iress is back. Comedian Olga Koch returns to ask the questions that nobody else is asking in a series of bold and frank conversations everyone in financial services needs to hear. Could we close the advice gap by thinking more creatively? Can Homer Simpson…
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New Trust Centre on the Iress Community
Hey there! I’m extremely excited to announce the launch of the Trust Centre to our Iress Community today! The Trust Centre acts as a central repository and navigation for everything you need to know about our Security policies, ESG approach and more. It allows you to search for specific questions you wish to answer such as…
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Xplan clients - Are you up to date with our Labs initiatives?
Did you know we have a dedicated team researching, building and showcasing great new functionality and ways of working in Xplan? They are connected closely in this Community sharing updates and ideas and chatting with our community members that participate. This is available to all of our Xplan clients so if you've not…
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A new and refreshed Community is here!
As Emily promised in her blog on 4th July, today we are excited as we have launched a new user experience to our Home and Software pages in the Iress Community! Over the past year, we’ve been reviewing feedback from all of our members on how useful and intuitive you find the community to use. That feedback told us that:…