Author: Samantha Smith

Forum snippets

Posted by Samantha Smith | Aug 26, 2023 | Uncategorised

View the short forum snippets below to find out more about each session… Letter of Authority Consumer Duty Data Strategy Client Facing Technology Consumer Duty Data...

Why building a data culture within advice firms is critical to a firm’s future success – July Forum recap

Posted by Samantha Smith | Jul 27, 2023 | AdviceTech Forum, Events |

Client Facing Technologies: Understanding the Key Role They Play for your Clients – June Forum Recap

Posted by Samantha Smith | Jul 5, 2023 | AdviceTech Forum, Events |

Consumer Duty: Product Governance and Consumer Understanding – May Forum Recap

Posted by Samantha Smith | Jul 5, 2023 | AdviceTech Forum, Events |

Consumer Duty: Product Governance and Consumer Understanding – May Forum...

INVEST2023 – tools, tech & tactics for future-ready firms

Posted by Samantha Smith | May 25, 2023 | Events, In | Vest |

INVEST 2023 takes place in New York on June 12-13 and is a key event in the fintech conference calendar for decision makers at advisor firms. The conference is designed to showcase new technology which can improve advisor...