EATT 2022 Plenary Session 3:
Optimising financial planning through best use of technology
Speakers
Johann Koch
Chief Sales Officer, intelliflo
Paul Miller
CTO, IWP UK
Pete Wyatt
Head of Platform Sales, 7IM
Learning Objectives
- How has advice technology significantly changed in the last three years, what new services exist
- How to reduce the pain points in financial advice planning
- Reducing customer cost while maintaining adviser profitability, how can we achieve both
Moderator
Poppy Achilles
