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.
AdviceTech Forum Programme
Topic
Digital Relationship Mgt
What does the future of client engagement look like and how can firms start to prepare for this now?
Themes To Be Covered
- What is digital relationship management?
- What does a good digital client relationship proposition look like for client engagement?
- How ready are advice firms when it comes to moving towards a DRM model with clients?
- Are client portals delivering enough to support a DRM strategy?
Date
22nd May
Register
AdviceTech as a Platform
Taking a closer look back office providers that have morphed into platforms and how advisers are responding to these developments
- Who are the main advice tech platform providers operating in the UK today?
- What do their customers think about how their propositions compare to traditional platform offerings? What do they better and where is improvement needed?
- And are we likely to see more advicetech platforms emerge in future?
TBC
PREVIOUS SESSIONS
Key Learnings and Audio Bites
2024 Forums
AI – March
Single source of truth – jan
Tech and Training – Feb
2023 Forums
Adviser tech strategy – dec
Cashflow planning – Nov
Hybrid Advice – Oct
Data culture – Jul
Consumer Duty – Feb
Consumer Duty 3 – SEPT
Client-Facing Tech – Jun
Consumer Duty 2 – May
Integrations – March
Data – Jan
Click Here to view archived forums
AdviceTech Forum Participant Feedback
RESERVE YOUR SPACE AT OUR NEXT FORUM
Not currently registered? We offer free access to Adviser Firms here