EV Appoints Director of Systems Innovation to Support Evolution of EV’s Multichannel Financial Planning and Advice Solutions

Financial services technology provider, EV, has appointed Sam Turner as Director of Systems Innovation to advance EV’s comprehensive financial planning and advice solutions.

Sam will focus on the continued evolution of EV’s multichannel solutions and work on streamlining its clients’ advisory processes, helping them navigate challenges and deliver advice more efficiently and effectively.

Designed to support financial institutions and advisory firms with a blend of digital and human advice solutions, EV’s solutions empower firms to deliver a wide range of services to their customers. Spanning guidance, digital and hybrid advice, through to traditional advice models, EV’s technology helps firms meet diverse customer needs.

Sam brings extensive experience to the role having spent more than 20 years working in financial services, with particular expertise in platforms, pensions investment propositions, and automated financial planning. He joins EV from Altus Consulting, where he spent eight years, and has also held key consultancy roles with James Hay Partnership and AEGON UK.

EV’s Managing Director, Chet Velani, commented, “At EV, our mission is to make financial planning accessible for everyone. We are committed to helping firms deliver guidance and advice more efficiently and engage more customers through a consistent, multichannel approach, whether that is guidance, digital, hybrid, or traditional advice. Sam’s extensive experience in supporting institutions with their financial planning and advice processes is a perfect match for our goals and will be invaluable as we continue to evolve our offerings.”

Sam added, “I join at an exciting time for the business. The breadth of EV’s market-leading capability, coupled with an encouraging regulatory landscape, provides the perfect environment to support a business I’ve admired for some time, in enriching our clients’ offerings while improving consumer access to financial guidance and advice. EV’s technology is truly innovative and recent developments to its financial planning and advice solutions have the potential to enhance engagement and access to financial products and services. Its suite of modular solutions not only meet today’s digital hybrid demands but also support a multichannel approach which I expect to drive future industry growth.”