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Marketing and Finance (MAF) Podcast

Jan 26, 2017

David Smith on using widget technology to improve how insurance is bought and sold - MAF115

In this episode, I talk to David Smith from iPipeline.

We chat about how iPipeline are using widget technology to improve how insurance is bought and sold.

Welcome to episode 115 of the Marketing and Finance Podcast.

We chat about:

  • How iPipeline come up with ideas and develop them into helpful technology widgets
  • Retaining the human touch even when talking about tech
  • How the supermarket shopping bag tax inspired the "Life Genie" insurance nudge for mortgage brokers
  • Using form technology to give advisers and clients a low hassle way to put plans under trust

Who David Smith?

David works for iPipeline UK and is responsible for distribution relationships and integrations with iPipeline's market leading protection platform, annuity service and point of sale technologies.

Links and Show Notes.

For links to the books and apps mentioned by David, please visit for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

The MAF Podcast is a 30 minute radio show you download from, iTunes or Stitcher Radio.

Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business.

I’m your host, Roger Edwards.

A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success.

An experienced marketing professional helping businesses with their marketing strategy, content and social media.

Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review.

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved.