Empowering Advice Through Technology (EATT)
The one-day workshop for advice firms who want to put technology at the heart of their business
Join us for our 6th annual “Empowering Advice Through Technology” conference which explores how you can best enhance your AX (Adviser Experience), BX (Business Experience) and CX (Client Experience) through utilising technology.
At the show you will see an array of new services that can help enhance each of the above, alongside hearing from the firms developing new solutions and, most importantly, other advisers.
The event is structured to help firms understand the issues they need to consider when choosing technology and help them:
- Validate if they have the right technology in their businesses.
- Understand how emerging technology can enhance the experience they give customers.
- Commence a plan to source and implement technology that best meets their needs.
I feel FTRC are really leading the pack now when it comes to these type of events. The international element is excellent and complements the advisersoftware publication and webinars really well. I also note that, more attendees are coming from larger firms with more senior attendees. Your propositions, events and industry content are fantastic. Thank you.
EMPOWERING ADVICE THROUGH TECHNOLOGY 2025
THE PULLMAN HOTEL, EUSTON ROAD, LONDON NW1 2AJ
Empowering Advice Through Technology 2025 – Agenda
8:30 – 9:15am | Registration & Networking |
9:15 – 9:55 | Conference Keynote |
9:55 – 10:35 | Plenary 1: What are the key new skill sets advisers need to focus on as AI makes much of their traditional role easier? |
10:35 – 11:10 | Battle of the Tech – demos 1-4 |
11:10 – 11:40 | Refreshments & Networking |
11:40 – 12:20 | Plenary 2: How will AI evolve the role of traditional adviser technology? |
12:20 – 12:55 | Battle of the Tech – demos 5-8 |
12:55 – 14:15 | Lunch |
14:15 – 14:55 | Plenary 3: What does the adviser firm of the future look like? |
14:55 – 15:30 | Battle of the Tech – demos 9-12 |
15:30 – 16:00 | Refreshments & Networking |
06:00 – 16:40 | Plenary 4: What are the areas where the industry must do better, and how can we drive change? |
16:40 – 17:15 | Battle of the Tech – demos 13-16 |
17:15 – 17:25 | Summary of the day and conference closing remarks |
17:25 – 18:30 | Best in Show awards results & drinks reception |
What to expect at an EATT event
The conference combines:
- Keynote address.
- A “hot topics” programme of plenary sessions exploring different areas that are essential for adviser firms to consider
- A series of live 8-minute “battle of the tech” fast paced demos to showcase leading edge technology which can help transform advice businesses.
- An exhibition space where advisers can meet with a host of software vendors.
- Countless networking opportunities.
Watch the tech demonstrations from EATT2024 via this link. 16 companies battled it out to secure one of the four “best in show” awards, chosen by advisers.
Watch the keynote and plenary sessions from EATT2024
Watch the videos from our AIFA Conference in July 2024
EATT2024 Highlights Video
Press Coverage from EATT2024
- The Wealthnet, Wealth managers’ tech priorities in 2024: ‘To do nothing is to be left behind’
- Citywire New Model Adviser, Bristol planner: Ask platform partners ‘awkward questions’
- FTAdviser, AI’s advance may lead to fewer advice firms and paraplanners
- FTAdviser, A portal is not a client tool – it is an “enabler” for advice firms
- FTAdviser, Foster Denovo to launch digital advice service
- Money Marketing, Advice firms are ‘less valuable’ without a client portal
- Money Marketing, Cashflow modelling ‘needs to be regulated’
- Money Marketing, Paraplanners should become ‘data experts’
- Money Marketing, The Morning Briefing: Söderberg & Partners takes stake in Fidelius; cashflow modelling needs regulation
- Money Marketing, Education system ‘still failing consumers’
- Money Marketing: Ian McKenna: What trends are leading the battle of the tech
- Professional Adviser, Advisers urged to adopt client portals to add value to their firms
- Professional Adviser, IFAs underutilising AI in advice process despite developments
- Professional Adviser, Foster Denovo pushes further into hybrid advice with tech partner
Press Coverage from AIFA24
- Professional Paraplanner, Advice firms in an AI-driven world – conference report
- Money Marketing, AI ‘will not solve all your problems’, advisers warned
- Money Marketing, Advisers should ‘try something, fail fast and learn’, says CISI chief executive
- Professional Adviser, CISI: AI regulation changes likely under new government
- FTAdviser, CISI plans development of AI ethics programme
- FTAdviser (video included), Fully compliant AI can help meet consumer duty needs
- FTAdviser, Ignoring AI is the biggest threat to adviser survival
- Professional Adviser, SJP: AI should be every advice firm’s background assistant
- Money Marketing, Advisers are better than technology is ‘a big lie’, says Ian McKenna
- Professional Adviser: Financial advisers need to ‘wake up’ to AI jobs threat
87% of attendees at EATT2024 said the event changed their thinking about how they use technology in their businesses (and what they use)
PREVIOUS EATT CONFERENCES
The Empowering Advice Through Technology Gallery
Conference Demos
Conference Sessions