Sean Boyle BA hons

Doer
DISC Type : ds

Head of Technology Proposition at ValidPath

London Area, United Kingdom

Overview

With over 18 years in UK wealth management and fintech, Sean specializes in technology proposition and platform strategy. He holds a BA Hons from Royal Holloway, University of London. Colleagues consistently describe him as diligent, reliable, professional, and technically sound.

After a successful 9-year tenure scaling strategic accounts at intelliflo, he was recruited into a newly created executive-level role to define the entire technology proposition for ValidPaths national IFA network.

Personality Overview

Long-term Focused

Fast-paced

Risk-Accepting

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Wealth Tech Strategy
His career focuses on defining technology propositions and delivering platform and integration strategy for the UK wealth management and IFA sectors.
CRM Integration
He has extensive experience in removing friction for advisory firms by enabling straight-through processing from back-office CRM platforms.
Future of Fintech
He has publicly shared insights on the future of Fintech and its ability to cater to evolving client needs in a post-Covid world.

Media Appearances

Sean has no verified media appearances

Work History

1-2026
Head of Technology Proposition at ValidPath
12-2024 - 12-2025
Strategic & Enterprise Business Development (Wealthlink) at intelliflo
1-2021 - 12-2024
Customer Proposition Manager (UK) at intelliflo
9-2017 - 1-2021
Executive Customer Relationship Manager at intelliflo
9-2016 - 8-2017
Sales Executive at intelliflo

Education

2003 - 2006
BA Hons from Royal Holloway, University of London
1997 - 2003
Education details unavailable from Wallington County Grammar School

More Information

Social Presence :

Prographics :

Exp : 17 Location : London Area, United Kingdom Job Level : Mid-senior Designation : Head of Technology Proposition at ValidPath
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Insights For Selling To Sean

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • During followups, use phone or text if needed, they should be fine
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sean is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Sean

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Sean move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Sean take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Sean

Personality Compatibility


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