The event will include workshops for advice firms who want to put technology at the heart of their business. These engaging workshops will be complemented by an exhibition area, allowing delegates to have one-on-one conversations. There will also be many disruptive tech demos throughout the day, giving providers the chance to showcase their latest adviser tech offering.
Our Solver tool tests simultaneously around 1000 market assumptions, delivering problem-solving solutions for your off-target client plans at the touch of a button and in a matter of seconds.
What can delegates expect?
Advances in technology have enabled financial advisers to provide their clients with better-informed advice needed to meet their financial goals across each stage of their financial lives. However, the rapid expansion of technological development has resulted in a saturated adviser tech tool market, with an array of solutions available at different stages of the advice process. This has made implementing tools to modernise adviser tech stacks challenging, especially when such tools work in isolation, overlap in functionality and are not integrated. This is where selecting the right tools can set your advisory services apart from the crowd.
The event has been structured to help firms understand the issues they need to consider when choosing technology and help them with three key areas:
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.