Gareth Kerr

Head of sales proposition at @IntellifloLtd Passionate about #fintech & helping advisory firms get the most from technology.
Head Coach at @BridgyRugby #Rugby

[Gareth Kerr @GarethSKerr]

Looking forward to a great day at our @IntellifloLtd connected annual conference. Great to catch up with customers, colleagues and partners.

#intelliflo23

[Gareth Kerr @GarethSKerr]

https://t.co/hTfRLIPJ81

[intelliflo @IntellifloLtd]

Our cashflow solutions manager @RobTedder recently outlined his thoughts on cashflow modelling enabling conversations between the adviser and client relating to protection. Click here to read the full article: https://t.co/RNsU2DYLnB

[NextGen Planners @nextgenplannrs]

LIVE AT 8:30AM ☀️

We kick off the conference with our BIG Breakfast Technology Special, featuring Ben Lester from @PraemiumGlobal, our very own @Adam_Xentum and Gareth Kerr from @IntellifloLtd 🙌

Watch LIVE 👉 https://t.co/7M1f7h1BqH

[intelliflo @IntellifloLtd]

Great to see @GarethSKerr session at @NxtGen_Progress - #NextGen21 If you have any queries about what Gareth covered, or the #fintech intelliflo provides, feel free to contact us here: https://t.co/UfRfYsYNKk

[intelliflo @IntellifloLtd]

. @NxtGen_Progress - #NextGen21 is nearly upon us! 3 days, 100+ speakers across 4 continents & including sessions from our very own @GarethSKerr JK and @iOconsultantPTC. Tickets and more information can be found here: 👇
https://t.co/ZLPyjFb6Je
#financialservices #fintech

[Gareth Kerr @GarethSKerr]

Nice touch from @IntellifloLtd marketing team. Sending chocolate brownies out as ‘brownie points’ for early registration to our conference. I hope you enjoyed the 1st half of the conference (and the brownies) @ITinformed #fintec #chocolatepuns 😊

[Eileen Murphy @ITinformed]

Thank you for lovely surprise in post on Saturday @IntellifloLtd - not eaten yet, but will enjoy at coffee time. 😋

[Gareth Kerr @GarethSKerr]

Some great stuff coming soon! #fintech #watchthisspace

[intelliflo @IntellifloLtd]

Take a look at what we have coming next 👇

[Gareth Kerr @GarethSKerr]

Looking past the pandemic (if we ever get past it 😬). We have all been kind of forced to adopt a more tech based approach, it will be interesting to see how much sticks long term. #FinTec

[intelliflo @IntellifloLtd]

From research we carried out earlier this year, you told us... @NickEatock #CTG2020

[intelliflo @IntellifloLtd]

Don't forget that #CTG2020 starts tomorrow! We have an incredible line up for you including @NickEatock @abbies_insights @themoneypanel @CathiTweets @ianmckennaftrc & @theactualpolson to name but a few! Don't forget to register here: https://t.co/6TWqNWMeAI

[Gareth Kerr @GarethSKerr]

A few helpful tips here to get the most out of your tech to support your suitability letter writing process from our CCO @w4key78 on page 12 of Nov's @ProfParaplanner
#fintech #IFA #financialplanning https://t.co/YHijK3TwCb

[Gareth Kerr @GarethSKerr]

Looking forward to working with @i4CtechUK side of the business as part of my new role and with experts like @WarlyBobbs

Carly's article in @Profadviser is a great 3 minute read giving some high level tips on getting the most out of cash flow modelling.

https://t.co/6bYkT0IxCV

[Gareth Kerr @GarethSKerr]

@moody_by_name @WilliamsTim @Onalytica @SarahGoodall @RobMcCargow Thanks Dan and Tom. I will have a look this evening. 😊

[Gareth Kerr @GarethSKerr]

Registration is still open for our @IntellifloLtd Change the Game Digital Conference next week. The lineup of speakers is fantastic, including key note speakers @NickEatock, @themoneypanel, @CathiTweets, @ianmckennaftrc & @theactualpolson
See below for how to register.

[intelliflo @IntellifloLtd]

Our Change the Game conference has gone digital! This year we’re coming together virtually to share Intelliflo news, product enhancements, webinars, and our exciting guest speakers on 4 & 5 November 2020. Join us and register here: https://t.co/AIrfQQSJhP #CTG2020 #Digital

[Gareth Kerr @GarethSKerr]

Great insights on how tech can help bridge the advice gap.

"Money represents one of the biggest concerns people have in life, regardless of wealth..."

#financialplanning #financialgoals #personalfinance #fintech

[intelliflo @IntellifloLtd]

Research from The International Longevity Centre revealed that financial advice can improve your financial position, boosting wealth by £47,706. Read more from our CEO @NickEatock for @Profadviser https://t.co/cz3GpIj7Sh #financialadvice #digitalwealth

[i4C @i4CtechUK]

“It’s definitely helped us engage our clients a lot more – it’s got clients thinking about their futures and their financial position”. #Paraplanner Aishling Costello shares her experiences with #cashflow modelling and i4C. Here’s what she told us.

https://t.co/jpyCL3n3gy

[intelliflo @IntellifloLtd]

We’ve appointed JK, @GarethSKerr & @nataliebeer to lead our UK Sales team following the departure of @wendafield who moves on after an impressive 13 years with us. We’re grateful for her dedication over the years & wish her all the best in the future. https://t.co/IbtxerWY1g

[intelliflo @IntellifloLtd]

Take a look at our CEO @NickEatock and @RobTedder from @i4CtechUK discussing the use of technology during #lockdown with John Porteous from @_CharlesStanley on @assettv - plus earn some CPD points! https://t.co/n4H1v0AVE2 #Fintech #digitalwealth

[i4C @i4CtechUK]

Want to know how to nail cashflow modelling first time? Our cashflow expert @WarlyBobbs gives her 7 top tips to help you get the most out of #cashflow discussions with clients. 👇

#financialplanning #financialtips #clientengagement #cashflowforecasting

https://t.co/1lUAOtdnCO

[intelliflo @IntellifloLtd]

"There have been numerous regulation changes working in favour of cashflow modeling. It is becoming more important to focus on long-term holistic planning, rather than short-term investment management." Read more on planning for the future 👉https://t.co/SyI95wWVE7 by @i4CtechUK