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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See Highlights from Previous Forums
2023 AdviceTech Forum Programme
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
Register
June 21st
(Subject to change)
Topic
Data
Taking a look at how some advice firms are tackling the challenge of working with data
Themes To Be Covered
- What are the key challenges advisers are facing when it comes to working with and managing data
- What are advice firms doing to tackle those challenges
- What best practices should firms be looking to implement to embed a data culture within their firms
- Q&A session
Date
July 12th
(Subject to change)
PREVIOUS SESSIONS
Key Learnings and Audio Bites
2023 Forums
Integrations – March
Consumer Duty – Feb
Managing Data – Jan
2022 Forums
Letters of Authority – Dec
Integrations & Adoption – Sept
Consumer Duty & Comms – May
Productivity in Tech – Jan
Customer Servicing- Nov
One Way Traffic – July
Best of Breed Tech – March
Cyber Security – Oct
Advisers Going Digital – June
Getting Client Data – Feb
2021 Forums
Predicting Major Life Events – Nov
Automating Suitability – June
Integrations & APIs – Feb
The Failures of Robo-Advice – Oct
New Ways of Working – May
Advances in Risk Profiling – Jan
Cyber Security – Sept
ESG Regulation – April
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”
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