BrokerIQ has announced the appointment of Robert Wood as non-executive advisory lead to oversee its expansion into the wealth sector.
Wood has over 25 years in the financial services sector, spanning life, pensions and wealth, including senior roles at KPMG, Ernst & Young and TORI Global. He will be focusing on growing distribution among advisers.
BrokerIQ provides solutions in the mortgage and protection markets and will now address the growing demand for digital tools in wealth management. BrokerIQ’s platform offers features that help advisers communicate effectively, document interactions, and comply with Consumer Duty regulations through automated goal tracking, personalised engagement triggers, and compliance-driven documentation.
HEAVYWEIGHT
Wood said: “I’ve seen first-hand the challenges advisers face in managing client engagement while staying compliant. BrokerIQ’s technology addresses these issues head-on, offering real solutions for both advisers and their clients. I’m excited to join the team at such a pivotal time and contribute to shaping the future of wealth management.”
Joanne Cole (pictured), BrokerIQ founder, added: “Robert is an industry heavyweight. His extensive experience and strategic insight will be invaluable as BrokerIQ expands into the wealth sector. His understanding of the challenges advisers face and his proven ability to implement forward-thinking solutions align perfectly with our vision for the company.
“This is a pivotal moment for BrokerIQ, and we’re excited about what lies ahead. We have progressed this year with further expansion to come and a number of exciting partnerships to be announced in the New Year with some very well-known names.
“As demand for digital tools in the wealth space continues to grow, BrokerIQ is always exploring opportunities for strategic partnerships and funding to accelerate our roadmap, expand our technology capabilities, and deliver more value to advisers and our investors.”
