Seccl

Most firms don’t set out to lose control of their data. It happens gradually. More tools. More integrations. More workarounds. Until control slips. As Elliot Finch from Investment Quorum puts it: “Many firms don’t really own the tools or the data they’re using. They’re simply conductors in a world of third-party providers.” And without control, the foundations aren’t there. •  data doesn’t move cleanly •  workflows don’t connect •  automation stays patchy •  scaling gets harder •  AI stays surface-level The firms pulling ahead are changing that – taking back control of their data, their integrations and their architecture. Download our report to learn more about what firms like Investment Quorum are doing to move beyond accessing data on others' terms - link in the comments 👇 #DataStrategy #WealthManagement #WealthTech #FinTech #FutureOfAdvice

We’re heading to Harrogate this week for the Owen James A Meeting of Minds Winning Advisers event. Our Commercial Director, Barry Neilson, will be leading a session drawing on themes from our recent report, Whose data is it anyway? He’ll explore data not as a strategic asset in theory, but as operational infrastructure in practice - and what it takes to make it reliable, usable and efficient across day-to-day operations. We're looking forward to the conversation and hearing how others are dealing with data! #OwenJamesEvents #WealthTech #WealthManagement #FinTech #DataStrategy

We're delighted to be sponsors of the highlight of UK FinTech Week - #IFGS2026, bringing together the people and ideas shaping the future of financial services. If you’re attending and would like to find out how we can support your growth, get in touch with Kristina Harris, Olivia Segsworth or George Bower-Nye - they’d love to chat 😊 See you there! #IFGS #Innovate #UKFinTechWeek #Fintech #WealthTech #EmbeddedFinance

The winners in advice won’t be the ones with the most tools. They’ll be the ones whose data actually moves. Because making it simple to move data – cleanly, reliably, across systems – is what separates those who can scale and adapt from those who can’t. Not chasing shiny solutions, but building the right foundations first, then layering tools and AI into real workflows. Our latest report explores why that's becoming the defining advantage. Read in now, link in the comments 👇 Robbie Homer-Plews Aveni #DataStrategy #WealthManagement #WealthTech #FinTech #FutureOfAdvice

Switching between systems is costing more than most firms realise. Every jump breaks context. It takes time to reorient, pick things back up and become effective again. Small in isolation, but repeated across a day, a team or a firm, it becomes a meaningful drag on productivity. Our latest report explores how to reduce that friction. Link in the comments 👇 Gareth Thompson Plannr Technologies Limited #DataStrategy #WealthManagement #WealthTech #FinTech #FutureOfAdvice

From Chicago to London – meet Kristina, Seccl’s growth director. With a background across fintech, payments and cybersecurity, she’s spent her career helping high-growth companies scale and bring innovative solutions to life – making Seccl a natural next step. What attracted her to Seccl? The scale of the opportunity – and the chance to expand access to investing at a time when wealthtech (and expectations of it) are changing fast. Fun fact: she loves scuba diving (Iceland is on the list) and can wiggle her ears – small but mighty. Read Kristina’s story in our latest Meet the Secclers – link in the comments 👇

You can’t out-tech bad data. Firms often look to new tools to solve performance gaps – but if the underlying data is fragmented or unreliable, those gaps tend to persist. It’s not always the system. More often, it’s what sits beneath it. Our latest report explores why – and what to do about it. Link in the comments 👇 Nicky Sevel Woven Advice #DataStrategy #WealthManagement #WealthTech #FinTech #FutureOfAdvice

We’re interrupting your bank holiday scroll to bring you our latest monthly highlights. Spoiler alert: we’ve exceeded our entire 2025 transfer volume in just three months – now nearing 20% of the market. 👇 #Fintech #WealthTech #FintechGrowth #DataDriven #InnovationInFinance #WealthManagement #AdviserTech #DigitalTransformation #UKFintech

Data shouldn't be a byproduct of advice. It should be one of your most valuable assets. Yet many advice firms are sitting on data that's fragmented, hard to access and ultimately limiting what they can deliver to clients. The real value isn't in collecting more data. Its in connecting it, unlocking it and applying it in the right way. In our latest report, we explore what it takes to make that shift. Featuring insights from across the industry, including Joe Harris, Alpha FMC who shares his perspective in this clip. Report link in the comments 👇 #DataStrategy #WealthManagement #WealthTech #FinTech #FutureOfAdvice #DigitalTransformation

AI is lowering the barrier to building software – fast. But we’ve seen this before. In this blog our Director of engineering, Sebastian Coles, explores why every new abstraction layer expands who can build… and introduces new risks. The answer isn’t slowing down – it’s better platforms, stronger guardrails and secure defaults. A short read on what AI really changes (and what it doesn’t) when it comes to security. Link in the comments 👇 #DigitalTransformation #CyberSecurity #AI #DataSecurity #FinTech #DigitalTransformation #WealthTech