AdviceTech Podcast #75 – Upworth – Time-codes

0:00 – Intro
2:22 – An introduction to Upworth.
9:54 – Upworth’s personal finance dashboard features and customer feedback.
14:49 – Product design and user experience.
18:35 – Financial tools and credit scores.
23:33 – Streamlining mortgage application process with Upworth.
28:35 – Data privacy and security.
34:06 – Open banking and data accuracy.
36:52 – Upworth’s data access and quality.
41:32 – Upworth’s role in personalised advice.
46:13 – Cash flow management and worldwide account coverage.