Setting your Tech strategy for 2025… November forum recap

This month we discussed, ‘Setting your Tech Strategy for 2025’.

The session explored the complexities of intergenerational wealth transfer, emphasising the significance of the transition between partners upon one’s death. It highlighted the shift towards app-based technology for financial management, which engages younger clients more effectively than desktop platforms.

Panellists also explored the role of AI, like Copilot and Advisery AI, in streamlining processes and improving suitability letter writing is also explored, showcasing advancements in efficiency and technology integration.

Panellists included:​

  • Richard Gough – Create Wealth
  • Matt Ryder – MBR Wealth

Session highlights

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