InvestmentLink, Australia’s largest financial data source, is pleased to announce the appointment of Owen Joyce as the company looks to further develop solutions to assist financial planners, accountants, bookkeepers and mortgage brokers better engage with their retail audience.
Owen has two decades of experience in senior sales and general management roles, mainly in the training and education sector, and joins the business as Chief Commercial Officer. He will be using his experience to help InvestmentLink develop CashDeck and other initiatives designed to encourage individuals to better use technology to learn how to manage their money.
"CashDeck can help people effortlessly understand their spending habits and know at any given time what their money is doing. We believe that this simple to use tool can help alleviate some of the financial stress and vulnerability that over 60% of Australians carry with them every day," Joyce said.
CashDeck tracks all user accounts such as banks, credit cards, loans and superannuation. It auto-categorises transactions and provides reporting so that the user knows where every cent of their money is any given time.
"If you've got accounts with more than one financial institution and you'd like a simple way to be smarter with your money, CashDeck is a very effective product," Joyce added.
For partners, CashDeck provides a platform that allows all clients to be easily managed from one, easy to use interface. “Partners can use a white-label CashDeck solution to engage with clients much more regularly. It can even offer new revenue opportunities at times of the year that might typically be considered off-season,” Joyce said.
InvestmentLink Chief Technology Officer Wayne Robinson said Owen will play an important role in expanding the company’s CashDeck platform. “CashDeck is designed to help planners engage with their clients and prospective clients. Central to this is giving individuals, and their advisers, a real-time understanding of their financial position. We see education as key to improving this relationship, and Owen’s experience developing educational programs will add to the strength of the existing team.”
“As well as the appointment of Owen, InvestmentLink has expanded its sales and marketing team with the appointment of Daniel Henderson as Partner Relationship Manager. Daniel joins Sales Manager Kevin Naing in educating partners in understanding the significant capability the CashDeck platform can bring to their business.