Midwinter hires Saiz as insto head

20-Oct-2016

By Jerome Doraisamy

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Financial services technology firm Midwinter has appointed former Rice Warner consultant Salvador Saiz as its new head of institutional growth as the firm looks to further grow its business in the superannuation space.

“Having someone like Salvador join our team with such a great reputation in the space and an immense amount of knowledge of technology who has worked with funds in reviewing and developing their financial advice models and channels is incredibly exciting,” Midwinter managing director Julian Plummer said.

Commenting on his appointment, Saiz said he was looking forward to exploring opportunities with funds to use digital technology as an engagement tool.

“My work with clients makes it clear to me that technology and digital are not only drivers of efficiency but also key enablers for customer engagement and financial advice,” he said.

“I firmly believe that Midwinter is at the forefront of the advice technology and digital landscape, positioning it to leverage from the move by super funds to position financial advice across channels as a key business unit.”

The firm has also brought Saiz on board as a small and medium-sized enterprise (SME) and superannuation fund growth consultant as it continues to widen its market reach within that space.

Saiz has over 20 years of experience in research, SME consulting and distribution positions, and joins Midwinter with a wealth of knowledge in the super and wealth management space, as well as having managed a range of financial advice, retirement solutions and member engagement projects.

“Our digital advice solution has created a great deal of interest over the past year, with many larger institutions and superannuation funds realising the need to offer their clients or members a non-threatening and easy-to-use form of engagement,” Plummer said.

Advice firms had realised, he added, that digital tools allowed them to scale their advice, freeing up time for planners to add more value to more complex pieces of advice.

“We believe that our digital advice solution gives planners and superannuation funds the tools to deliver advice where their clients are spending most of their time – which is on their tablets and mobile phones,” he said.

Midwinter noted it would make several large partnership announcements in the coming weeks within the super and enterprise space.

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