Business Talk – Michael Summerton on how fully digital investment platforms drive tangible value

In this Business Talk with Michael Avery interview, Michael Summerton discusses why digital investment platforms have become essential in the modern financial advisory landscape.

Summerton is the Head of Experience at INN8 – a popular, fully digital investment platform.

He has played a key role in developing both the INN8 brand and its investment platform since just before it launched in 2018.

Summerton chose this career in financial services, rather than one in auditing, as he feels most rewarded when connecting the everyday South African with solutions that make their hard-earned retirement more dignified.

He believes that this work is critical, as you shouldn’t need a CFA to understand why personal finance is important and how to save adequately for your future.

The interview

In this Business Talk interview, Summerton unpacks the power of fully digital investment platforms like INN8.

He discusses how many advisers are hesitant to adopt new technologies and provides advice to these professionals on how to move forward in this new environment.

Summerton then explains how digital platforms can play a key role in improving client relationships and the overall client experience.

He also unpacks the importance of data when providing advisory services, and discusses the other emerging technologies that will shape the future of financial advice.

Summerton concludes the discussion by revealing how INN8 makes it easy to migrate financial data to its platform – ensuring minimal disruptions for both advisors and their clients.

Watch the full interview with Michael Summerton, below.