Season 13 Episode 4

Michael Summerton on reimagining financial advice through digital transformation

15 July 2025 · 31:59 min

In this episode of Business Talk, we dive into the rapidly evolving world of financial advice with Michael Summerton, Head of Experience at INN8. As wealth managers face increasing demands from clients and regulators, digital transformation is no longer optional—it’s essential. Michael explains how… INN8 is reimagining the advisor experience by cutting out outdated processes, streamlining compliance, and helping advisors personalize their service at scale, without sacrificing the human touch that defines great financial guidance. We also explore how INN8’s platform makes the advisor-client relationship more seamless and effective, especially during complex processes like retirement planning. From consolidating scattered assets to enabling dynamic drawdown strategies—all in one digital journey—INN8 is turning legacy pain points into new opportunities. If you're in the wealth management space, this is a timely look at how the right technology can empower you to serve more clients, more meaningfully. Show more