Empowering Advice Through Technology (EATT)

The one-day workshop for advice firms who want to put technology at the heart of their business

The “Empowering Advice Through Technology” (EATT) conference is a one-day event designed for financial advisers who want to leverage technology to improve their businesses. Next year’s event will be on Thursday 29 January at The Pullman Hotel, London.

Here’s what makes EATT unique:

Focus on Enhancing the Advisor, Business, and Client Experiences (AX, BX, CX): The conference explores how technology can enhance these three crucial aspects of an advisory firm.
Practical Advice and Solutions: EATT goes beyond mere discussions and focuses on providing advisers with actionable takeaways and strategies for implementing technology.
“Battle of the Tech” Demos: A highlight of the conference is a series of fast-paced demonstrations showcasing innovative technology solutions for the financial advisory sector.
Exhibition Area: Attendees have the opportunity to interact with software vendors, learn about new products and services, and get their questions answered directly.
Expert Speakers and Networking Opportunities: Industry experts and fellow advisers share insights and best practices, and attendees can network and collaborate with peers.

In essence, EATT is more than just a conference; it’s a platform for financial advisers to explore, understand, and implement the latest technologies to transform their businesses, enhance client relationships, and improve efficiency.

EMPOWERING ADVICE THROUGH TECHNOLOGY 2026
THE PULLMAN HOTEL, EUSTON ROAD, LONDON NW1 2AJ

25-08-28 Alex Lannin testimonial (for website)

25-08-28 Jayne Tilbrook testimonia (for website)

25-08-28 Aram Kupelian testimonial (for website)

EMPOWERING ADVICE THROUGH TECHNOLOGY 2026 – AGENDA

Time	Subject
8:30 – 9:15am	Registration & Networking
9:15 – 9:55	Keynote
9:55 – 10:35	Plenary 1: Towards Digital Relationship Management Consumers digital devices are increasingly their primary communication tool, this makes the technology you offer to your clients crucial, how is this now evolving? What is the “state of the art” in client portals. Do you need a native app or are web apps fine? What happens when you deploy a client portal/app to all your clients
10:35 – 11:02	Battle of the Tech – demos 1-3 Participants TBC
11:02 – 11:12	Headline Sponsor slot
11:12 – 11:45	Refreshments & Networking
11:45 – 12:25	Plenary 2: Buy, Build or Both What is the best approach to building your technology? Where does a single solution work better? Are there exceptions to that approach that have been proven a better option For what firms is Build Your Own a viable option
12:25 – 1:00pm	Battle of the Tech – demos 4-7 Participants TBC
13:00 – 2:15	Lunch
2:15 – 2:55	Plenary 3: Where are we really with AI? Success stories from firms who have really reaped the benefits What has worked well in deploying AI in advice Do’s & Don’ts to make your project successful What have been the real benefits in terms of efficiency & profitability
2:55 – 3:30	Battle of the Tech – demos 8 -11 Participants TBC
3:30– 4:00	Refreshments & Networking
4:00 – 4:40	Plenary 4: Preparing for Competition from New Technology Driven Advice propositions What should advisers be doing to differentiate their advice from the inevitable range of new services that are starting to launch How can you differentiate Human Lead advice from digital first solutions? What can we learn from digital advice propositions past, present and emerging? What are the traps you should avoid when designing your own digital lead solutions?
4:40 – 5:15	Battle of the Tech – demos 12-15 Participants TBC
5:15 – 5:20	Summary of the day and conference closing remarks
5:20 – 6:30	Best in Show awards results & drinks reception

WHAT TO EXPECT AT AN EATT EVENT

EATT conferences combines:

Keynote address.
A “hot topics” programme of plenary sessions exploring different areas that are essential for adviser firms to consider
A series of live 8-minute “battle of the tech” fast paced demos to showcase leading edge technology which can help transform advice businesses.
An exhibition space where advisers can meet with a host of software vendors.
Countless networking opportunities.

25-08-28 Jon Dear testimonial (for website)

25-08-28 Liam Hall testimonia (for website)

25-08-28 Graeme Mearns testimonial (for website)

EMPOWERING ADVICE THROUGH TECHNOLOGY 2025 – event recap

Click Here to view Ian's 2025 Keynote

Click Here to view 2025 'Battle of the Tech' demos

Click Here to view 2025 Conference Sessions

Watch the videos from our AIFA Conference in July 2024

AIFA24 - AI in Financial Advice

EATT2025 Highlights Video

Press Coverage from EATT2025

FT Adviser	Cyber criminals are actively targeting financial advisers – FTAdviser
FT Adviser	How adviser technology can help your client know themselves – FTAdviser
FT Adviser	‘Paraplanners should not fear for their jobs because of AI’ – FTAdviser
FT Adviser	Consumers will pay for advice – but you need to do it differently – FTAdviser
Money Marketing	Paraplanners ‘should not worry’ about AI replacing them
Money Marketing	‘The dinosaurs of the platform industry will go extinct’ \| Money Marketing
Money Marketing	AR, VR and ER have ‘huge potential’ to transform financial advice
Money Marketing	Plannr and Seccl launch first phase of CRM integration \| Money Marketing
Money Marketing	The Morning Briefing: Platform dinosaurs will go extinct; decline in DA applications \| Money Marketing
Professional Adviser	Financial advisers neglecting cybersecurity at their own risk
Professional Adviser	AI will not replace paraplanners even as ‘traditional’ roles change
Professional Adviser	‘Dinosaurs go extinct’: Former Progeny CTO warns platforms must evolve or die
Professional Adviser	Advice firms called to ‘create tech team’ to fully embrace AI
Professional Paraplanner	Paraplanners must use AI to their advantage – Professional Paraplanner