OneFamily ’ s Steve Ferrari explores the technological transformation and customer-centric innovations in finance , from investments to protection
ONEFAMILY
OneFamily ’ s Steve Ferrari explores the technological transformation and customer-centric innovations in finance , from investments to protection
As a mutual , OneFamily ’ s goal is to help modern families thrive financially , offering affordable and accessible products that are right for them . It ’ s owned by its members , for its members , and it has nearly 1.6 million customers and £ 5.5bn in funds under management .
OneFamily offers lifetime ISAs , junior ISAs , child trust funds , bonds , lifetime mortgages and over 50s life cover , as well as life insurance and critical illness cover under the Beagle Street brand .
Over recent years , it has undergone enormous technological transformation , with the aim of giving its customers even more control , access and autonomy over their finances .
Leading on OneFamily ’ s technology and IT change projects is the organisation ’ s Chief Transformation Officer , Steve Ferrari . Since joining OneFamily in 2013 , Steve has developed and delivered strategies to improve the experience for its customers , partners and colleagues . Much of his work focuses on the use of technology to boost efficiency within the business , particularly through AI and in the future using gen AI .
Steve said : “ It ’ s a fantastic time to be working in technology within the financial services industry , as developments in the
224 July 2024