Our monthly online AdviceTech Forum brings together visionary wealth advisers with leading software providers to discuss industry trends, issues, and changes.
We regularly feature expert speakers at our sessions to explain innovations in wealth management and answer participant questions.
Network with like-minded industry professionals and engage with expert panellists and participate in creating positive change in wealth management from the comfort of your own home.
AdviceTech Forum Programme
Topic
Setting your tech strategy for 2025
Themes To Be Covered
- What are the key new issues to consider?
- Which new services will have the greatest impact on adviser productivity?
- What trends are being seen in client behaviour and preferences?
-
What should your tech budget be per adviser?
Date
19th Nov
Register
Consumer Duty 18 months in – What is working well and where do technology providers need to do more?
- What changes have been seen in client onboarding processes?
- How to optimise customer onboarding
- What areas need further tech and platform development?
11th Dec
PREVIOUS SESSIONS
Key Learnings and Audio Bites
2024 Forums
AI in Financial advice- Oct
Consumer Duty – July
DRM – May
Tech and Training – Feb
Hybrid Advice – Sept
Platforms – June
AI – March
Single source of truth – jan
2023 Forums
Adviser tech strategy – dec
Cashflow planning – Nov
Hybrid Advice – Oct
Data culture – Jul
Consumer Duty – Feb
Consumer Duty 3 – SEPT
Client-Facing Tech – Jun
Consumer Duty 2 – May
Integrations – March
Data – Jan
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