On the morning of 26th April, Engine, The Investment Association’s FinTech hub, hosted a FinTech breakfast in collaboration with previous Engine Innovators Jacobi, Kore and Fundipedia.

The Investment Association (IA) supports over 270 UK-based investment managers to create an environment in which the industry, and therefore the savers who rely on it, can thrive. This means creating the right conditions for UK FinTech to flourish. To help achieve this, in 2018 the IA established our FinTech hub and accelerator, Engine.

Engine is boosting our industry’s adoption of new technologies and helping investment managers to identify new opportunities, work more efficiently and cut costs, ultimately benefiting our customers. Over the last 5 years Engine have worked with over 200 FinTechs and have worked with 30 firms through their Innovator programme, including Jacobi, Kore and Fundipedia. These three FinTech firms with compatible solutions came together to host an event highlighting practical tips and lessons learned when undergoing every stage of a successful FinTech – Asset Manager partnership.

Taking place at the South Place Hotel in Moorgate, over 50 attendees heard from representatives of the FinTech firms, and three of their onboarded clients. The panel discussed what led to the establishment of their partnerships, the key benefits of each of the FinTech products, and the realities of vendor and client experience during implementation. The discussion was followed by a busy Q&A session, where the conversation moved to how data-driven solutions are key to meeting the increasingly complex and evolving regulatory and client expectations, and how to overcome common FinTech adoption obstacles. The event closed with a lively networking segment.

Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.

Kore has developed a digital product lifecycle management platform that provides organisations with a clear 360-degree view of their products and a way for employees to interact with them. The platform organises fragmented data and lifecycle processes to give effective oversight. It is built around our unique taxonomy and is quick to implement with a light touch integration, modular and with no capacity constraints.

Fundipedia provide innovative technology that enables financial institutions to collect, disseminate and reconcile any type of data—enabling end-to-end control, insights that drive smart business decisions and the confidence to meet regulatory requirements.

FinTech representatives:

  • Nikita Patel, Client Success Manager EMEA, Jacobi Strategies
  • Josh Blundell, Client Managing Director, Kore Labs
  • Sheree Tibbs, Director of Client Services, Fundipedia

Participating clients:

  • Thomas Williams, Consultant and Lead PM Fundipedia HSBC Delivery, CAPCO
  • Aniket Das, Head of Solutions Strategy Innovation, LGIM
  • Phil Smith, Non Executive Director, Fintel

All proceeds from ticket sales were donated to the Turkey-Syria Earthquake Appeal.