Category: Empowering Advice Through Technology 2019

EATT2019 Opening Address: Ian McKenna – Why technology is crucial to the future of advice

EATT 2019 Plenary Session 1: Building a single version of the truth – the role of the practice management system

EATT2019 Plenary Session 2: Fact finding for the 21st Century – digitally enabling access to consumer data

EATT2019 Plenary Session 3: Innovations in risk profiling – how to meet the latest regulatory requirements

EATT2019 Plenary Session 4: Choosing the right automated advice solutions – letting technology do all the hard number crunching

EATT2019 Plenary Session 5: Data security & GDPR compliance – making sure all communications are secure

EATT2019 Plenary Session 6: Increasing client engagement through cash flow planning

EATT2019 Plenary Session 7: Customer communications for all generations – how to deliver exceptional reporting/consumer websites

EATT2019 Plenary Session 8: Building your technology roadmap – the do’s and don’ts of deploying technology

Empowering Advice Through Technology (#EATT19) – Highlights

Highlights and vox pops from the Empowering Advice Through Technology conference (May 2019)

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Unipass Mailock

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Unipass Mailock Garry Miller,...

Empowering Advice Through Technology (#EATT19) Disturbance Demo: 7IM – My Future

?BEST IN SHOW WINNER: Peter Wyatt, Head of Platform demonstrates the 7IM cashflow planning tool…

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Nuance – Dragon Speech Recognition

?BEST IN SHOW WINNER: Terence Lippert of Nuance demonstrates Dragon speech recognition software which can help individuals and organisations by putting their voice to work!
Terence show how advisers can master Dragon right out of the box and start experiencing big documentation productivity gains immediately.

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Intelliflo – Personal Finance Portal

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Intelliflo – Personal...

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Practifi – Product Flow

Adrian Johnstone, Chief Commercial Officer at Practifi takes a quick run through of a typical workflow, showing how a user or adviser would navigate through Practifi on a typical day to gain a complete 360 view of client and account information, including recent interactions, tasks, processes, and more.

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Focus Solutions – Focus:Digital

Mike Hearfield, Focus Head of Digital demonstrates Focus:Digital – an interlinked set of client engagement, acquisition and ongoing service tools which are designed to make digital solutions feel human, and change the way people engage with their finances.

Empowering Advice Through Technology (#EATT19) Disturbance Demo: EXO Investing

Empowering Advice Through Technology (#EATT19) Disturbance Demo: EXO Investing Nikolai Hack, COO...

Empowering Advice Through Technology (#EATT19) Disturbance Demo: AdvisorStream

Kevin Mulhern of AdvisorStream demonstrates how they provide high client and prospecting connectivity through highly credible content marketing. The demo shows both the client and the adviser experience when using the AdvisorStream platform.