how we can Help your business

FinTech Approach


Elevate your processes and client experience with our expert Fintech Implementation service. Working with you to understand how you work, we’ll help you navigate through the maze of tech solutions to transform your approach, creating smarter, faster, and more tailored services.

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How we help.


In the last few years the number of possible FinTech solutions available to your business have increased exponentially to the point where it can now feel like a full time job just keeping on top of what's available to you, let alone understanding what they all actually do!

This service will help you understand the options available to you and, even more importantly, support you in identifying the right solutions to implement within your business.

Once we've identified the right solutions for you, our Technology Implementation & Embedding  service can support you on the next step of your journey.


Working on supporting firms develop their FinTech approach has seen our consultants:

  • Assess suitability report writing solutions and make a recommendation of the best option to embed within a wealth manager's existing technology ecosystem

  • Bring together multiple FinTech providers to work together within a financial advice firm to design an improved end user experience

  • Write numerous reports on new and emerging FinTech providers to keep senior leadership teams aware of ongoing industry developments to enable it to feed into their strategic roadmaps

  • Act as an Advisory Board member for Owen James supporting their WealthTech matters industry events

Ad-hoc Consultancy


Starting from per hour

  • Book in time based on availability

  • Ultimate flexibility

  • No minimum commitment



Starting from per month

  • Guaranteed access to our experts

  • Pre-agreed hours

  • 48-hour response time



Starting from per day

  • Tailored to your needs

  • Transparent pricing model

  • Fixed fee or day rate

learn more about Adeptli

Meet the Consultants

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Meet the driving forces behind Adeptli – A team with unrivaled knowledge and diverse expertise in financial services, wealth management, marketing, and technology. It's this unique blend of professional skills that enables us to provide quality solutions to help your business thrive.

We're here to make a difference, combining our knowledge and enthusiasm to drive your success.

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