We are pleased to announce that on Thursday 26th May, we will be joining a number of industry experts at the Financial Technology Research Centre’s (FTRC) “Empowering Advice Through Technology” (EATT) one-day conference.
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.
In our disruptive tech demo, Gemma Brazier, Propositions Manager at EV, will showcase EVPro - Solver, one of the five software modules that make up our end-to-end financial planning tool, EVPro.
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.
Read our latest blog on why leveraging adviser technology can deliver better client outcomes and learn more.
Where is it?
The venue for this event will be The Pullman Hotel, Euston Road, London NW1 2AJ.
How can I buy tickets?
For our valued readers, we can provide a 15% discount to anyone who purchases a ticket to the event (simply add the code EV15 at the checkout).
Click here for the event schedule and tickets.
So what next?
Would you like to save time in your day-to-day role as a financial adviser or paraplanner but are unclear on how to begin your digital transformation journey?
Download our Guide to Modernising Your Financial Planning Advice Process and Technology. It provides insights into modern financial planning software and how you can start adopting it to empower your advice process.