Empowering Advice Through Technology (#EATT19) Disturbance Demo: Unipass Mailock
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Unipass Mailock Garry Miller,...
Read MoreEmpowering Advice Through Technology (#EATT19) Disturbance Demo: Unipass Mailock Garry Miller,...
Read More?BEST IN SHOW WINNER: Peter Wyatt, Head of Platform demonstrates the 7IM cashflow planning tool…
Read More?BEST IN SHOW WINNER: Terence Lippert of Nuance demonstrates Dragon speech recognition software which can help individuals and organisations by putting their voice to work!
Terence show how advisers can master Dragon right out of the box and start experiencing big documentation productivity gains immediately.
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Intelliflo – Personal...
Read MoreAdrian Johnstone, Chief Commercial Officer at Practifi takes a quick run through of a typical workflow, showing how a user or adviser would navigate through Practifi on a typical day to gain a complete 360 view of client and account information, including recent interactions, tasks, processes, and more.
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