“Empowering Advice Through Technology” is a one-day workshop for advice firms who want to put technology at the heart of their business


Financial Technology Research Centre, in association with The Personal Finance Society, are pleased to announce their second day-long workshop, limited to a maximum of 275 delegates, designed to assist advisers implement technology in their businesses.

The event has been 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

There will be a keynote address followed by six plenary sessions exploring different areas that are essential for adviser firms to consider, combined with eight “disturbance demos” to show leading edge technology which can help transform advice businesses.

This is a practical day for those who want to drive real change in their firms – it’s not a day to talk about things, but a day to prepare for taking action.

The Empowering Advice Through Technology workshop programme will be complemented by an exhibition area, providing delegates with the opportunity to have one on one conversations event speakers and demoing companies over refreshment breaks, lunch and a drinks reception to close the event.

Adviser testimonial for “Empowering Advice Through Technology” 2019:

“The empowering advice through technology is a must for any financial planning firms who are serious about evolving to serve clients changing needs and frankly, expectations.The event provided an invaluable insight into the direction of travel and how to embrace the technological change for the good of all within the profession.”


Calum O’Donnell FPFS MCSI – Chartered Financial Planner

89% of delegates reported that “Empowering Advice Through Technology” changed their thinking about industry technology and how to get the best out of it.

Empowering Advice Through Technology 2020 is sponsored by:

Gold Sponsors
Silver Sponsors
Bronze Sponsors