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
Consumer Duty 18 months in – What is working well and where do technology providers need to do more?
Themes To Be Covered
- What changes have been seen in client onboarding processes?
- How to optimise customer onboarding
- What areas need further tech and platform development?
Date
11th Dec
Register
Technology to support IHT
- TBC
15th Jan
AI and suitability reports
- TBC
26th Feb
Data Governance
- TBC
15th March
Connectivity between techstacks including, cashflow modelling and portals
- TBC
15th May
Tools for client boarding – What should be prioritised? What are advisers best experiences?
- TBC
18th June
Consumer Duty reporting
- TBC
15th July
PREVIOUS SESSIONS
Key Learnings and Audio Bites
2024 Forums
Setting your Tech strategy for 2025 – Nov
AI in Financial advice- Oct
Consumer Duty – July
DRM – May
Hybrid Advice – Sept
Platforms – June
AI – March
Tech and Training – Feb
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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