Matt Latham

Enigma
DISC Type : dic

Head Of Digital Propositions at The Openwork Partnership

Cheddar, England, United Kingdom

Overview

Matt Latham is a Digital Product professional with over two decades of experience in Financial Services, specializing in advice tech and platform propositions. As Head of Digital Propositions at The Openwork Partnership, he focuses on delivering market-leading digital solutions that empower financial advisers and enhance client outcomes. Colleagues describe him as having strong analysis skills and exceptional attention to detail.

Outside of his professional role, Matt is dedicated to philanthropy and personal fitness. He actively participates in strenuous endurance challenges, such as the National 3 Peaks challenge and half-marathons, to raise significant funds for The Openwork Foundation, which supports vulnerable children and adults.

He recently spearheaded the launch of two new market-leading Letter of Authority (LOA) services to streamline critical adviser processes.

Personality Overview

Friendly Yet Blunt

Challenger

Persuasive & Assertive

They are generally strong communicators and are not easy to convince.  They are likely to ask many questions and look heavily for supporting proof as well as information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Topics They Care About

Adviser Technology
He is responsible for delivering market-leading digital tools, platforms, and practice management solutions to help advisers achieve better client outcomes.
Fintech Partnerships
He recently announced strategic partnerships with Pension Lab and Unipass to integrate new services and streamline adviser workflows.
Retirement Solutions
He has been quoted on the importance of providing bespoke and flexible retirement income solutions for clients through platform enhancements.

Media Appearances

Matt has no verified media appearances

Work History

6-2022
Head Of Digital Propositions at The Openwork Partnership
8-2020 - 6-2022
Head of Platform Proposition at The Openwork Partnership

Education

Matt has no verified education history

More Information

Social Presence :

Prographics :

Exp : 5 Location : Cheddar, England, United Kingdom Job Level : Mid-senior Designation : Head Of Digital Propositions at The Openwork Partnership
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."
  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments, understand the root of their concerns first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Matt

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Matt take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Matt

Personality Compatibility


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