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.

October Forum Registration – Opening Soon

2022 AdviceTech Forum Programme

Topic

Cyber Security Month, Securing your client communications and why you should care.

Themes To Be Covered

  • Impact of threats – what they are and how they might affect your firm.
  • Understanding good practices for raising awareness amongst staff about cyber security and why they should take it seriously.
  • Adviser adoption of solutions providing secure communication capabilities.
  • What role do tech vendors have in helping advisers with cyber security.

Date

11 October 2022
(12:00 – 13:00)

Topic

Are you being served? Advisers talk about how they are addressing their customer servicing activity through the best use of technology.

Themes To Be Covered

  • How do adviser firms service a growing bank of clients without increasing their operating costs?
  • What tech solutions have other advice firms implemented successfully to manage their client servicing activity?
  • What tech developments are needed from platforms, providers and solution vendors to support advisers and clients alike?

Date

Date to be Confirmed

Topic

Data, the life blood of advice. Understanding the challenges advice firms face and what they are doing to address these.

Themes To Be Covered

  • What are the key challenges advisers are faced with when handling vast amounts of data (e.g., data ownership, data quality, data management etc.)
  • What can tech vendors, platforms and insurers do to support advisers to address some of these challenges?
  • What challenges must adviser firms handle on their own and what are they doing about these?

Date

Date to be Confirmed

Topic

The rise of customer facing technology. Understanding the key role consumer facing tech will play within advice firms.

Themes To Be Covered

  • What kinds of customer facing 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, understanding tech vendor plans.

Date

Date to be Confirmed

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”

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