Category: Empowering Advice Through Technology 2020

EATT 2020 Keynote: Ian McKenna – How financial planning will evolve from an art to a science

EATT 2020 Plenary Session 1: Practice Management Systems & Platforms – How they interact

EATT 2020 Plenary Session 2: Client Portals, Open Banking & Pensions Dashboards – Building stronger client relationships

EATT 2020 Plenary Session 3: How Artificial Intelligence is Becoming Part of Financial Advice

EATT 2020 Plenary Session 4: Ensuring Secure Communications

EATT 2020 Plenary Session 5: Portfolio Management/MiFID Reporting

EATT 2020 Keynote: Ian McKenna – How Should Your Technology Roadmap Change in 2020

Empowering Advice Through Technology (#EATT2020) – Highlights

Highlights and vox pops from the Empowering Advice Through Technology conference (January 2020)

Advisorstream – “Driving growth through client engagement”

Wealthify – “Digital Wealth Management System”

Praemium – “WealthCraft – Praemium’s digital engagement platform”

Origo/Beyond Encryption – “Unipass Mailock”

Nuance Communications – “Dragon Naturally Speaking Voice Recognition Software”

Moneyinfo – “Branded client portals and apps”

iPipeline – “SolutionBuilder & Product Features Report”

InterGen Data – “DAVID – Digital Advice Via Demographics”

7iM – “Retirement Income Service”

Intelliflo – “Gamified Fact Find”

i4C – “Disrupting the Cashflow Market – why the i4C wave is building”

Focus Solutions – “Focus Digital”

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