Author: Jessie Leworthy

Forum snippets

Posted by Jessie Leworthy | Aug 26, 2023 | Uncategorised

View the short forum snippets below to find out more about each session… Letter of Authority Consumer Duty Data Strategy Client Facing Technology Consumer Duty Data...

Why building a data culture within advice firms is critical to a firm’s future success – July Forum recap

Posted by Jessie Leworthy | Jul 27, 2023 | AdviceTech Forum, Events |

Client Facing Technologies: Understanding the Key Role They Play for your Clients – June Forum Recap

Posted by Jessie Leworthy | Jul 5, 2023 | AdviceTech Forum, Events |

Consumer Duty: Product Governance and Consumer Understanding – May Forum Recap

Posted by Jessie Leworthy | Jul 5, 2023 | AdviceTech Forum, Events |

Consumer Duty: Product Governance and Consumer Understanding – May Forum...

Getting the most out of technology for financial planning in 2023, 2025 and 2030- Ian McKenna’s CISI webinar

Posted by Jessie Leworthy | Apr 17, 2023 | Events |

Click here to watch Ian McKenna’s CISI webinar focusing on getting the most out of...

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