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


Embedding technology to automate Consumer Duty compliance


Themes To Be Covered

  • How has technology helped firms to reduce the burden of Consumer Duty compliance?

  • How can technology enhance Consumer Duty compliance while also reducing headcount?
  • What to look for in a comprehensive Consumer Duty automation


17th July


Hybrid Advice –
Where is it best deployed?
  • How can it help with Consumer Duty?
  • How many more clients can it enable advisers to support?
  • Which areas are well supported and where are there needs for more services?

25th Sept

AI in Financial Advice –
Understanding the state of the possible, and how are firms already benefiting?


  • Which business processes can AI support today?
  • What real benefits are advisers achieving?
  • What is the financial impact of these changes? 
  • What additional services should AI providers focus on?

16th Oct

Setting your tech strategy for 2025 


  • What are the key new issues to consider?
  • Which new services will have the greatest impact on adviser productivity?
  • What trends are being seen in client behaviour and preferences?
  • What should your tech budget be per adviser? 

19th Nov

Consumer Duty 18 months in – What is working well and where do technology providers need to do more?


  • What changes have been seen in client onboarding processes?
  • How to optimise customer onboarding
  • What areas need further tech and platform development?

11th Dec


Key Learnings and Audio Bites

2024 Forums

DRM – May

Tech and Training – Feb

AI – March

Single source of truth – jan

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

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