EATT 2026 Plenary Session #1 – Towards Digital Relationship Management

BACK TO CONFERENCE SESSIONS

What is EATT?

This VIDEO content is restricted

Financial advisers please login or register now (⇒TOP RIGHT⇒) for FREE access to invaluable tools and information.

All other technology vendors, please contact us on how to gain access to this content.

Speakers

Jason Green
CFO – FTRC

Leigh Smith
Operations Director – Fairey Associates

Jaia Sadhana Toora
Customer Relations Manager – Penguin Wealth

 

Learning Objectives
  • What is the “state of the art” in client portals. 
  • Do you need a native app or are web apps fine? 
  • What happens when you deploy a client portal/app to all your clients.

BACK TO CONFERENCE SESSIONS

What is EATT?