Sesame Bankhall Group has appointed James Stevenson as the new head of adviser technology on its senior team, to help develop the group’s adviser technology strategy.
Mr Stevenson will help with the firm’s design and implementation of a new client and practice management system in affiliation with technology provider IRESS.
He will also help build the adoption team to promote and deliver the new technology solution to Sesame network members and Bankhall customer firms in 2012.
In cooperation with IRESS and other partners, the team aims to deliver an end-to-end technology solution for advisers covering both initial and ongoing advice.
Prior to Sesame Mr Stevenson was head of financial planning and wealth management at Avelo, delivering solutions to organisations like Aviva, RBS, Nationwide Building Society and Intrinsic Financial Services.
Mr Stevenson has 20 years of experience in adviser technology.
George Higginson, Sesame Bankhall Group CEO, said: “We are investing in valuable new services for our members and that includes recruiting experts with the skills and knowledge to ensure that advisers and their clients reap the full benefit from these new developments.”
Mr Higginson said Mr Stevenson was a “strong leader” for the new adviser technology team and that he will “ensure our group’s continued development and success.”
Mr Stevenson said: “Sesame Bankhall Group has an impressive standing in the UK advisory market and has earned a strong reputation for delivering a first class service to its members.”
“I am excited about joining the group at a time when it is making significant investments in innovative new adviser technology. The solution from IRESS will be a real differentiator and brings to the UK a unique blend of breadth and depth of functionality across front, middle and back office.
“The system will give adviser firms the ability to automate many repetitive activities, ensuring consistency of advice service and lower operational costs. It is investments like this that will help our members build efficient and profitable advice businesses in a post-RDR world.”
He added that he is looking forward to “playing a key role in empowering firms through efficient technology and enabling them to enhance the range and depth of services they offer clients.”