TECHNOLOGY FOCUS – 11
Meet our new IT and Change Director – Julia Elliott
So you’re familiar with working with Intelliflo – why do you think they are a good partner for Tenet? Intelliflo really understands what advisers need, but more importantly, they are IT experts working in the finance world and not the other way round. Because Intelligent Office has been built by people that know technology, it’s really robust and well thought through – what you want is essentially something that works at every level and it does exactly that. They are not just a safe pair of hands, they are passionate about open architecture – their IO store for example offers huge flexibility for advisers in terms of integrations. Because of all this, I think they represent an ideal fit for Tenet’s needs. What attracted you to the role at Tenet? This role offered a great opportunity to oversee a large change project and I felt that with my background, I could really add value as well as be challenged. I enjoyed helping the advisers at Skipton to leverage technology and the chance to do the same within the largest independent advice group in the UK was too good to miss!
Julia Elliott joined Tenet at the start of February as our new IT and Change Director. She was previously Financial Advice Head of Business Change and Application Development at Skipton Building Society, and is now leading Tenet’s ongoing strategic IT delivery, which will be focused primarily around the adoption of Intelligent Office over the coming months. We caught up with Julia to find out a bit about her career, what attracted her to Tenet and what elements of technology she believes are the biggest enablers for advisers. Has your career always centred on technology? I’ve always had jobs that are closely linked with IT, previously in a project and operational sense and in the last ten years, working purely in IT and change roles within financial services, firstly with Engage Mutual and latterly with Skipton Building Society. During my time at Skipton, we built technology for the in-house advisers and back office, moving them from paper factfinds to a streamlined advisory process underpinned by Intelligent Office.
It might sound a bit geeky but I’m passionate about data and I really believe that if you have access to the right data then you can really understand your customers, which in turn enables you to offer a great service with that competitive edge. Culturally, I feel that Tenet has the right attitude to change and with its ambitious growth targets, I’m excited to see where we could all be in a few years’ time. The fact that the head office is local to me is also a bonus! Finally, tell us a bit about yourself, what do you do in your spare time? (As I mentioned), I live locally and have been based in Ilkley for 18 years. In my spare time I enjoy walking, cycling (although I totally admit to being a fair weather cyclist) and generally being outdoors. I am married to John, who is an engineer and have three daughters who are all currently studying science-based subjects at university, or ‘maxing their student loans’ as it is otherwise known! I joke that we are their personal finance portal so am holding on to the misguided belief that all this will change when they all graduate over the next year.
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