Category: EATT2019 Conference Sessions

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

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