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Stephen Mitchell joins ZeroKey 

03/10/24 · Download press release (.pdf)

ZeroKey are pleased to announce former FE fundinfo Head of Proposition, Stephen Mitchell, has joined the company and assumed a consultancy role.

Stephen previously spent 18 years at FE fundinfo and oversaw propositions for their whole product portfolio, serving both asset managers and financial advisers and included market leading technology such as FE Analytics and FE CashCalc. After leaving FE fundinfo earlier this year, he has since assumed carefully selected advisory and consultancy roles, which he will now combine with his latest role at ZeroKey.

Joseph Williams, co-founder and CEO of ZeroKey, said: “Steve is a big believer in how 1% improvements can all add up to make a significant difference. His approach is therefore completely aligned to what we are seeking to achieve with ZeroKey, but more importantly, Steve brings with him vast knowledge and experience and will inject an exciting dynamic into the team”.  

Stephen Mitchell, who has already assumed his advisory role with ZeroKey, said: “I passionately believe in the theory that the aggregation of marginal gains can slowly but surely transform our profession and help to close the advice gap. So as soon as I heard what Joe (Williams) and Matt (Wiltshire) were up to, I was keen to get involved. They are a formidable team and I’m very excited by what’s to come.” 

The news of Stephen Mitchell joining ZeroKey comes shortly after the publication of NextWealth’s latest research, which highlights integration between systems is still a significant pain point and re-keying data is a major source of frustration. This further added to the findings published independently by both intelliflo and FE fundinfo earlier this year, as well as original research by both Origo & the lang cat in 2019.

ZeroKey is currently available to use in beta mode. This includes integrations with both intelliflo and Iress, as well as ‘Quick Actions’ into FE CashCalc, Voyant, 7iM, Fidelity, Fintegrate, Fundment, Oxford Risk, Transact, Aviva, Timeline, Mabel Insights, M&G and Abrdn. A ‘Quick Action’ is a feature which is designed to help streamline repetitive tasks, such as manually keying client details into a platform.  

For more information about ZeroKey, visit www.zerokey.tech.


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Coverage:

Money Marketing | ZeroKey appoints former FE funding head of propositions to advisory role

Professional Adviser | Former FE Fundinfo head of proposition Stephen Mitchell joins ZeroKey