Our February #AdviceTech Forum focuses on #ConsumerDuty. Join industry veterans and other #advisers as we discuss:. The impact of Consumer Duty, how #customerengagement is evolving & the requirements this raises for #tech vendors, #platforms & #providers.

Recap our December #AdviceTech forum where our panel of experts discussed #LettersofAuthority. Hear about the challenges #advisers face when working with them and how #technology can help. #financialservices #WealthManagement #fintech #wealthtech #LOA.

An all-in-one #customer experience, #advice and client engagement #platform. @Lumiant_io helps firms better understand their #clients personal lives to support their #financial ones. #financialservices #financialplanning #fintech #wealthtech #tech #IFA.

Have you seen our #EATT2023 agenda? 🗓. Bringing you: an #exhibition of 20+ #software vendors,.a ‘hot topics’ #conference programme, live ‘battle of the #tech’ 8-minute #demos, and countless #networking opportunities. Don't miss out! Get your tickets here:

Please share your #thoughts on the #systems you currently use and how you would like to see them improve. This can help #advisers have a better understanding of what different systems can & can’t do.#survey #Feedback #fintech #wealthtech #financialplanning

Kickstart your 2023 by joining our #January #AdviceTech Forum! 100% free for #Advice Firms. Learn how fellow #advisers and industry experts manage customer #data to serve their #clients better. #financialplanning #WealthManagement #wealthtech #tech #IFA.

Supported by @AdviserFidelity and new to the UK, @ConquestPlanInc blends #cashflowmodelling and #goalsbased planning to provide #advisers with a projection of their clients future earnings, expenditures and #networth. #financialplanning #fintech #wealth .

How can we keep clients #secure with #cybersecurity in a dangerous world? @RaffertyAnthony (@Origo_Services) Angus Jones (@clarityglobal) & @nickharper66 (@plannrcrm) discuss steps advisers can take to protect #clients themselves & their #firms from risks.

The @BatSoftware system offers IFAs, Building Societies, #Mortgage Brokers, #Compliance Businesses and Consumer Credit firms a #RegTech compliance tool that also delivers #ClientPortal and HR Intranet functionality. #financialservices #fintech #wealthtech.

Delivering an end to end #advice & #investment management process. See @RayNiche & @SteveMitchellFE (@FEfundinfo), Dave Newick (@ArkenLegal) & @TimSargisson the then CEO of @sandringhamfp discuss how #technology can support every step of the advice process

How will #technology transform #financialadvice by 2025? . @ianmckennaftrc's keynote presentation from #EATT2022 explored why we have reached the tipping point where the default approach to financial advice must become #digital. #financialplanning #fintech.

The @Redington #FinTech Platform 'Ada Fintech' is an #investment research management tool that provides #data and document #management capabilities to support both #wealth advisers and #pension schemes. #fintech #fintechnews #tech. Read our analysis here:.

Have you got your #EATT2023 ticket yet? With January just around the corner be sure not to miss out. From an exhibition of 20+ #software vendors to live ‘battle of the #tech’ 8-minute #demos there is plenty to explore. Get your #ticket before time runs out

Our #AdviceTech Hub gives you access to unparalleled information about #technology developments in the #advice market. The service allows you to easily access detailed information on the different types of #software available and their key functionality.

Our #CyberSecurity hub will help you understand potential cyber issues and what you can do about them. Supplementing our papers are checklists to help distil the information & understand what is cyber security #bestpractice. #cybersecuritytips #CyberAttack.

Have you read our detailed report exploring the @ConquestPlanInc service? We investigate how it can be used to enable #advisers to support different types of clients/consumers in different ways. Advisers can access the report for #FREE by clicking below!

There is now only 50 days to go until #EATT2023! Still debating whether or not to get a #ticket? . 92% of delegates at EATT2020 said the event had changed their thinking about industry #tech and how to get the best out of it. #Tickets can be purchased here.

At our November #AdviceTech forum we heard from Liam Hall (@ChasedeVere), James Richardson (Skerrits) & James Hutchinson (@Aegon) discuss how they are addressing their #customer servicing activity through the best use of #technology. Session recap below:.

We’d love to hear your thoughts on the #systems you use each day. Adding your #feedback will help even more #advisers find the right #tech for them, and shape the next wave of #solutions being provided. #fintech #WealthManagement #financialplanning #IFA.

Have you registered for our upcoming #AdviceTech forum yet? The topic for our December Forum will be Letters of Authority, the Benefits & Challenges of #Unipass LoA adoption. #fintech #FinTechNews #financialplanning #financialadvice #paraplanner #adviser#.