Our monthly online AdviceTech Forum brings together visionary wealth advisers with leading software providers to discuss industry trends, issues, and changes.

We regularly feature expert speakers at our sessions to explain innovations in wealth management and answer participant questions.

Network with like-minded industry professionals and engage with expert panellists and participate in creating positive change in wealth management from the comfort of your own home.

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2023 AdviceTech Forum Programme

Topic

Consumer Duty and its impact on Technology Vendors.

Adviser Firms explain the key changes the new regulations will have on their adviser propositions, client engagement and business partner relationships.

Themes To Be Covered

  • What impact will Consumer Duty have on advice propositions?
  • How will customer engagement need to evolve in light of the Regulators demands that client vulnerabilities are identified, understood and acted upon accordingly?
  • What requirements this raises for your business partners (tech vendors, platforms, providers) to adapt their offerings to support advisers and their clients?

Date

February 22nd

Register

Topic

Integrations and improving the support available to advisers

Making it easier for advisers to implement and adopt integrated services.

Themes To Be Covered

  • Advisers explain what kinds of support would be most beneficial to help them implement, adopt and make better use of integrated services.
  • Explore what kinds of integration-related training and support  tech providers currently provide advice firms and identify area for improvement.
  • Understanding if integration hubs and app stores have aided advisers make more use of integrations.

Date

TBC

Topic

The rise of customer facing technology

Understanding the key role consumer facing tech will play within advice firms in the coming years

Themes To Be Covered

  • What kinds of tech solutions are advisers making available to their customers?
  • How are these services being rolled out to customers and how is that affecting the relationship between adviser and client?
  • What is the next phase of evolution for customer facing technology?

Date

TBC

PREVIOUS SESSIONS

Key Learnings and Audio Bites

AdviceTech Forum Participant Feedback

“It could have been another 30mins and would still be short on time…great session”

“I think the sessions are really well organised, hosted. I’ve got value from every session I’ve attended”

“I really enjoyed the session. I liked the informality and the ability for attendees to get involved in the debate”

“Just a great mix of different skill sets and opinions. And very forward-looking – that’s the best bit”

“I think the forum is a great idea and fantastic way for me to understand what’s happening in the marketplace and make connections when relevant”

“These sessions are always highly relevant both to me in my role and to the wider business, it’s good to get industry insight and expert views and helps keep me very much in the real world!”

“I found it very informative about wider industry issues: what is happening at providers around the issues that impact upon advice firms and our ability to provide a great service to our clients”

Not currently registered? We offer free access to Adviser Firms here

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