"With only 2 in 10 adviser sold mortgages currently having GI attached, there is lots we can do to assist advisers in facilitating GI discussions"
David has over 30 years’ experience in the intermediary market, with previous senior roles at iPipeline, Intelliflo, and Distribution Technology.
David commented: “The GI sector is at the beginning of a new era in technology and with more data available through partners open APIs the opportunity to remove unnecessary processes is huge. Advisers shouldn’t be rekeying the same data into CRM, mortgage sourcing, insurance and life systems. Why ask what is already known? It doesn’t make sense when we can share the data between us.”
Simon Taylor, chief executive officer at Uinsure, added: “We are delighted that David has joined our growing team. Uinsure is already the leader in GI technology but we can achieve so much more when working closer with our partners across the full advice process. With only 2 in 10 adviser sold mortgages currently having GI attached, there is lots we can do to assist advisers in facilitating GI discussions with their clients.”
