Empowering Advice Through Technology (EATT)
The one-day workshop for advice firms who want to put technology at the heart of their business
The “Empowering Advice Through Technology” (EATT) conference is a one-day event designed for financial advisers who want to leverage technology to improve their businesses. The 2026 event took place on Thursday 29 January at The Pullman Hotel, London.
Here’s what makes EATT unique:
- Focus on Enhancing the Advisor, Business, and Client Experiences (AX, BX, CX): The conference explores how technology can enhance these three crucial aspects of an advisory firm.
- Practical Advice and Solutions: EATT goes beyond mere discussions and focuses on providing advisers with actionable takeaways and strategies for implementing technology.
- “Battle of the Tech” Demos: A highlight of the conference is a series of fast-paced demonstrations showcasing innovative technology solutions for the financial advisory sector.
- Exhibition Area: Attendees have the opportunity to interact with software vendors, learn about new products and services, and get their questions answered directly.
- Expert Speakers and Networking Opportunities: Industry experts and fellow advisers share insights and best practices, and attendees can network and collaborate with peers.
In essence, EATT is more than just a conference; it’s a platform for financial advisers to explore, understand, and implement the latest technologies to transform their businesses, enhance client relationships, and improve efficiency.
EMPOWERING ADVICE THROUGH TECHNOLOGY TESTIMONIALS
WHAT TO EXPECT AT AN EATT EVENT
EATT conferences combines:
- Keynote address — Setting the scene with a forward-looking perspective on technology and the future of financial advice.
- “Hot topics” plenary sessions — A programme of sessions exploring the areas that matter most to adviser firms right now, from regulation and efficiency to client experience and growth.
- Battle of the Tech demos — A series of fast-paced, live 8-minute demonstrations showcasing leading-edge technology that can transform advice businesses. This is EATT’s signature feature — and not to be missed.
- Exhibition space — Meet and talk directly with a host of software vendors, discover new products, and get your questions answered face to face.
- Networking opportunities — Connect with peers, share experiences, and build relationships with fellow advisers and industry experts throughout the day.
EMPOWERING ADVICE THROUGH TECHNOLOGY 2026 – event recap
EATT2026 Highlights Video
EMPOWERING ADVICE THROUGH TECHNOLOGY 2026 SPONSORS
Press coverage from EATT 2026
FT Adviser – Advisers want to use platforms which integrate well with other tech
FT Adviser – If Tesla can unify its technology, why can’t financial advisers?
FT Adviser – Should advisers build their own systems, buy them – or both?
FT Adviser – Paraplanners are already seeing jobs being lost to the AI note taker
Money Marketing – Advice firms’ lack of focus on cybersecurity is ‘worrying’
Money Marketing – Existing advisers ‘might only see 10%’ of £6trn Great Wealth Transfer
Professional Paraplanner – Defaqto looks to bring Unity to advice firm tech stacks
Professional Paraplanner – Paraplanners must use AI to their advantage
Professional Paraplanner – Paraplanning & AI: excerpts from EATT 2026
Press Coverage from EATT2025
Press Coverage from EATT2024
- The Wealthnet, Wealth managers’ tech priorities in 2024: ‘To do nothing is to be left behind’
- Citywire New Model Adviser, Bristol planner: Ask platform partners ‘awkward questions’
- FTAdviser, AI’s advance may lead to fewer advice firms and paraplanners
- FTAdviser, A portal is not a client tool – it is an “enabler” for advice firms
- FTAdviser, Foster Denovo to launch digital advice service
- Money Marketing, Advice firms are ‘less valuable’ without a client portal
- Money Marketing, Cashflow modelling ‘needs to be regulated’
- Money Marketing, Paraplanners should become ‘data experts’
- Money Marketing, The Morning Briefing: Söderberg & Partners takes stake in Fidelius; cashflow modelling needs regulation
- Money Marketing, Education system ‘still failing consumers’
- Money Marketing: Ian McKenna: What trends are leading the battle of the tech
- Professional Adviser, Advisers urged to adopt client portals to add value to their firms
- Professional Adviser, IFAs underutilising AI in advice process despite developments
- Professional Adviser, Foster Denovo pushes further into hybrid advice with tech partner
Press Coverage from AIFA24
- Professional Paraplanner, Advice firms in an AI-driven world – conference report
- Money Marketing, AI ‘will not solve all your problems’, advisers warned
- Money Marketing, Advisers should ‘try something, fail fast and learn’, says CISI chief executive
- Professional Adviser, CISI: AI regulation changes likely under new government
- FTAdviser, CISI plans development of AI ethics programme
- FTAdviser (video included), Fully compliant AI can help meet consumer duty needs
- FTAdviser, Ignoring AI is the biggest threat to adviser survival
- Professional Adviser, SJP: AI should be every advice firm’s background assistant
- Money Marketing, Advisers are better than technology is ‘a big lie’, says Ian McKenna
- Professional Adviser: Financial advisers need to ‘wake up’ to AI jobs threat
Press Coverage from EATT2023
- Professional Adviser: UK platform market ‘walking into oblivion’ without tech innovation
- Professional Adviser: Consumer Duty: Data strategy is ‘key’ for financial advisers
- FT Adviser: 7IM previews retirement income solution linked to platform
- New Model Adviser: McKenna: Platforms biggest threats are from Apple and Amazon
- Professional Paraplanner: Tech innovation could see client costs could fall by ‘third in five years’
- FT Adviser: Consumer duty: High level plans will not work in practice
Press Coverage from EATT2022
- Money Marketing: Tech start-up aims to ‘digitally transform’ estate planning
- Money Marketing: Tech could double clients served per adviser
- Money Marketing: The Morning Briefing: Pensions projection and doubling clients per adviser
PREVIOUS EATT CONFERENCES
The Empowering Advice Through Technology Gallery
Conference Demos
Conference Sessions