Episode - 008: - Where we learn, how Rob Partridge - Managing Director of Synergi Partner Finance - transformed his business by building a portal. What he'd do differently if he did it again. The limitations he's still seeing with open banking. How he's diversified his business by niching down, his favourite tech, and much much more.  

Rob has over 20 years experience in the financial service space and now works with businesses of all shapes and sizes to spread large CAPEX projects into affordable monthly payments.  

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Contents 

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[00:00:49] The Background  

[00:05:44] Financing a Tech Project  

[00:14:24] Digital Transformation with a Portal  

[00:23:33] Looking at the end result  

[00:27:17] The future is integration and self-service  

[00:31:45] Fighting Traditional Infrastructure “We want this now!”  

​[00:36:12] What would you do differently?  

[00:38:28] What information is crucial to you as a business leader?  

[00:42:12] Differentiation & Niching Down  

[00:47:54] What is the one app or gadget you couldn’t live without?  

[00:54:12] How to find Rob and how to save some Tax (UK Only) [Cut-off March 23]   

Show Notes 

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How to Find Rob  

- Rob on LinkedIn - https://www.linkedin.com/in/robpartridge/

- Synergi Finance - https://synergi-finance.co.uk 

Tech Mentioned  

- Docusign - https://www.docusign.co.uk

- Creditsafe - https://www.creditsafe.com

- Xero - https://www.xero.com

- HubSpot - https://www.hubspot.com

- SAP - https://www.sap.com

- TikTok - https://www.tiktok.com

- Headway - https://app.get-headway.com

Other Useful Links  

- Open banking - https://www.openbanking.org.uk/what-is-open-banking/

- KYC (Know your Customer) - https://corporatefinanceinstitute.com/resources/wealth-management/know-your-client-kyc/

- EDI (Electronic Data Interchange)  - https://www.ibm.com/topics/edi-electronic-data-interchange

- Companies House (UK Business Database) 

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