The Future Tech Stack:
How deep integrations and a single ecosystem can transform your productivity, delight your customers and future-proof your business
The WealthTech market is evolving fast, and many firms are still trying to link multiple tools into a seamless experience. In this session, Abraham Okusanya (CEO, Timeline) and David Ferguson (Executive Chairman, Seccl) explored how deep integrations and a single ecosystem can transform adviser productivity, client satisfaction, and business scalability.
Key Takeaways
1. Integration is the new competitive edge
Firms that unify planning, investment, and platform technology are gaining a lasting advantage. Deep integrations reduce duplication, speed up onboarding, and improve data accuracy across systems.
2. A connected client experience drives trust
Clients value clarity and consistency. An integrated ecosystem ensures smoother reporting, transparent portfolio management, and real-time updates, all within a single interface.
3. Efficiency creates value
By reducing manual processes and fragmented workflows, advisers can spend more time focusing on outcomes that truly matter to clients — long-term planning, relationship building, and strategic advice.
4. Vendor management matters
Choosing the right partners is key. Prioritise providers who embrace open APIs, robust data security, and a culture of collaboration. A well-managed tech stack delivers scalability without complexity.
5. Future-proofing through innovation
The future of advice lies in systems that evolve together. By adopting an ecosystem mindset now, firms can adapt to regulation, client needs, and new market opportunities with ease.
Expert Insights
Abraham Okusanya highlighted that the goal of integration is not technology for its own sake, but to empower advisers with tools that work together seamlessly, freeing up time for higher-value conversations with clients.
David Ferguson reinforced this by noting that a truly connected ecosystem supports innovation across the industry, allowing firms to build stronger, more resilient businesses that deliver better outcomes.
Both experts agreed that deep integrations are not simply a technology choice — they are a strategic foundation for the next generation of advice firms.
Next Steps
- Explore Timeline’s connected ecosystem at timeline.co
- Review your firm’s current tech stack and identify integration opportunities that could streamline your client journey
