Neil Kendall
Managing Director of Tupicoffs and former chair of the FAAA, known for implementing technology-driven compliance, cybersecurity, and client-portal solutions in financial planning practices.
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May 22, 2025 • 47min
Future-Proofing Advice Firms – Neil Kendall of Tupicoffs on AI, Cyber Security & Client Portals
Neil Kendall, Managing Director of Tupicoffs and former FAAA chair, who modernises advice firms with tech-led compliance and cyber solutions. He discusses using AI to monitor every interaction, tuning detections for practical use, secure client data aggregation, live client balance sheets in Salesforce, and how strong cyber controls reduced insurance risk.
