Podcast artwork thumbnail for The Transact Platform Podcast

The Transact Platform Podcast

Tom Dunbar, Tom Phillips, Stuart Fleat, Andrew Cullen-Jones

Booking Overview

This is a B2B financial-services interview podcast focused on financial advice, platform markets, regulation, succession, and technology, typically featuring advice-firm leaders, fintech specialists, consumer finance commentators, and trade-media professionals. Suitable pitches include UK financial-planning practitioners, wealth-transfer and succession specialists, financial-technology experts, regulatory commentators, and platform or consumer-value analysts; booking difficulty is medium because guests need credible sector expertise and practical experience, but the show does not appear to require celebrity-level prominence.

Metrics

Episodes: 43

Frequency: Weekly

Rating: 5.0/5.0

Estimated listeners: 100 - 1,000

Listener location: United Kingdom

Page updated: Oct 28, 2026 · How we check this data

Contact Information

Publicly listed emails

marketing@integrafin.co.uk

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Tom Dunbar - Chief Executive Officer at Transact.

Tom Phillips - Integrations and UX Manager at Transact.

Stuart Fleat - Head of Distribution at Transact.

Andrew Cullen-Jones - Chief Development Officer at Transact.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Financial advisers, advice-firm leaders, fintech and AI specialists, wealth-planning practitioners, platform professionals, consumer-finance analysts, and trade-media commentators with direct experience of UK financial advice or investment platforms.
Required Achievements:  
Leadership or senior responsibility within a financial-advice, platform, wealth-planning, fintech, or consumer-finance organisation, Practical implementation experience with technology, succession planning, trusts, regulation, or platform operations, Recognised expertise in financial-services policy, consumer value, or industry-market analysis

Recent Guest Discussions

Richard Brian - AI Agents, Administrative Automation, Client Reviews, Suitability Reports, Compliance, And Human Oversight.

Sam McBride - Agentic AI, Adviser Workflows, CRM Capabilities, Automation, Governance, And Permission Controls.

Josh Butten - Employee Ownership Trust Implementation, Succession Planning, Leadership Continuity, Trusts, And Estate Planning.

Keith Butten - Advice-firm Succession, Employee Ownership Trusts, Leadership Development, Trusts, And Long-term Wealth Transfer.

Francois van der Merwe - AI Adoption By Smaller Advice Firms, Automated Reporting, Apis, Open Data, Workflow Management, And Compliance.

Recent Topics

Finance, Financial Planning, Investment Platforms, Financial Regulation, Artificial Intelligence

Episodes

Here's the recent few episodes on
The Transact Platform Podcast
:

What powers a great platform?

October 23, 2026

Technology plays a crucial role in the adviser experience, but what sits behind a platform can have a significant impact on service, innovation and long-term stability.In this episode of the Transact Platform Podcast, Transact CEO Tom Dunbar is joined by Martin Jennings, CEO of Parmenion, and Ola Abdul, CEO of Fundment, to explore the role technology plays in delivering platform services and adviser outcomes.Together, they explore:the differences between proprietary and outsourced technology,...

Preparing for the Autumn Budget 2026

October 21, 2026

With the Autumn Budget fast approaching, advisers and clients alike are navigating a familiar challenge. How do you separate meaningful planning opportunities from market noise and speculation. In this episode of the Transact Platform Podcast, Zac Angel, Business Development Manager at Transact, is joined by Mark Fenlon, Head of Technical Services at Transact to discuss the key issues advisers should have on their radar ahead of Budget Day. Together they explore:The pension, inheritance tax a...

The changing advice landscape with PFS President Carla Brown

October 14, 2026

What does the future hold for financial advice? As technology evolves, client expectations change and the profession seeks to serve more people, the role of the adviser is entering a period of significant transformation.In this episode of the Transact Platform Podcast, Andrew Cullen-Jones, Chief Development Officer at Transact, is joined by Carla Brown, President of the Personal Finance Society, Chartered Financial Planner and business owner, for a thought-provoking discussion on the future o...

Frequently asked questions

Here's some frequently asked questions for
The Transact Platform Podcast
:

How do I get in touch with The Transact Platform Podcast?

The Transact Platform Podcast is hosted by Tom Dunbar and Tom Phillips. Its publicly listed email is marketing@integrafin.co.uk. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Transact Platform Podcast?

The publicly listed email for The Transact Platform Podcast: marketing@integrafin.co.uk.

How many listeners does The Transact Platform Podcast have?

Podseeker estimates The Transact Platform Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Transact Platform Podcast?

The Transact Platform Podcast typically books industry leaders. Typical guest background: Financial advisers, advice-firm leaders, fintech and AI specialists, wealth-planning practitioners, platform professionals, consumer-finance analysts, and trade-media commentators with direct experience of UK financial advice or investment platforms. Common among recent guests: Leadership or senior responsibility within a financial-advice, platform, wealth-planning, fintech, or consumer-finance organisation; Practical implementation experience with technology, succession planning, trusts, regulation, or platform operations; Recognised expertise in financial-services policy, consumer value, or industry-market analysis. Recent guests include Richard Brian, Sam McBride, and Josh Butten.

How hard is it to get booked on The Transact Platform Podcast?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does The Transact Platform Podcast cover?

Recent episodes cover Finance, Financial Planning, Investment Platforms, Financial Regulation, and Artificial Intelligence. Pitch an idea tied to one of these topics and mention a recent episode.

How does Podseeker get this information?

From public sources and our own research: podcast websites, social profiles, podcast feeds, and our data team. Podcast feeds and episodes are checked daily, and details like contacts, recent guests, and booking difficulty are refreshed regularly.

I host The Transact Platform Podcast. How do I correct this page?

If something here is out of date, ask us to correct it through Podseeker's contact form at podseeker.co/contact. Our research team reviews every request and updates the listing.

Publicly listed emails

marketing@integrafin.co.uk

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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