Rice Warner consultant moves to Midwinter
Midwinter has appointed former Rice Warner senior superannuation consultant, Salvador Saiz, as the head of institutional growth, as the company looks to expand within the superannuation and institutional space.
The appointment came as the financial services technology provider looked to announce several large partnerships within the superannuation and enterprise space in the near future.
The firm said it was preparing itself to provide technology solutions to these types of clients, especially its digital advice solution.
Saiz has a wealth of experience in the financial services space, with 20 years of experience in research, small-to-medium enterprises consulting and distribution positions. Prior to Rice Warner, Saiz was head of advice, wealth and super, at CoreData Group, and investment research manager at SuperRatings.
Commenting on his appointment, Saiz said: "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".
"I firmly believe that Midwinter is at the forefront of the advice technology/digital landscape, positioning it to leverage from the move by super funds to position financial advice across channels, as a key business unit."
Midwinter managing director, Julian Plummer, said digital tools would allow advice firms to scale their advice, and move up the "value tree" and spend more time on complex pieces of advice.
AUTHOR
Malavika Santhebennur
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