A very different AdviserTech conference

Empowering Advice Through Technology (EATT) is different, while it is a conference it is also a master class in the key issues you should consider when deciding how best to use technology.

We believe it is about the AX, the BX & the CX, the Adviser Experience, (your) Business Experience and the Client Experience.

At the show you will see an array of new services that can help enhance each of the above. Also hear from firms delivering new technology and most importantly their customers explaining where they have found value.

This is not a conference to attend casually, it is only for those serious about getting the most out of technology for their business.

We want to change how you think about advice technology, in the end of show poll at our last event 92% of the delegates told us that was what we had done.

EVENT AGENDA

8:30 – 9:25 Registration & Networking
9:25 – 9:55

Keynote

Learning objectives:

– An overview of how technology has transformed adviser practices during COVID lockdowns
– How we can build on the progress made during lockdown and build back a better digital industry
– The growth opportunity offered by Hybrid Advice and how it can make Advice firms stronger

9:55 – 10:20

Plenary 1: Delivering an End to End advice and Investment Management process

Learning objectives:

– How technology can support every step of the Advice and Investment management process
– How other advisers have been successfully adopting technology to achieve more effective processes
– How technology can support and enhance compliance processes and customer outcomes

10:20 – 10:25 Session takeaways/ action plan
10:25 – 11:00 Disturbance demos 1-4
11:00 – 11:30 Refreshments & Networking
11:30 – 11:55

Plenary 2: Cyber security, keeping clients secure in a dangerous world

Learning objectives:

– Examples of key risks advisers should be aware of
– Guidance on good data security practice
– Practical steps advisers can take to protect their clients, themselves and their firms from Cyber Security risks

11:55 – 12:00 Session takeaways/ action plan
12:00 – 12:35 Disturbance demos 5-8
12:35 – 1:45 Lunch & Networking
1:50 – 2:15

Plenary 3: Optimising financial planning through best use of technology

2:15 – 2:20 Session takeaways/ action plan
2:20 – 2:55 Disturbance demos 9-12
2:55 – 3:25 Refreshments & Networking
3:25 – 3:50

Plenary 4: What does an outstanding customer experience look like – client portals and other innovation

Learning objectives:

– How to enable clients to decide how much or how little of their experience will be digital
– How to significantly reduce the time (and cost) of on boarding new clients
– How to improve your own ESG footprint by using paperless engagement where ever possible

3:50 – 3:55 Session takeaways/ action plan
3:55 – 4:30 Disturbance demos 13-16
4:30 – 5:00

Wrap up: How should your technology roadmap change in 2022 and summary of the day

Learning objectives:

– How to get far more value out of the existing software you are already paying for
– Do’s and Don’ts of successfully technology implementation
– Understand the emerging technologies that can have greatest impact on advice firms over the next three years

5:00 – 6:00 Best in Show awards results & drinks reception

Should you have any further questions, please contact Samantha Smith (samantha.smith@ftrc.co.uk) or call us on:
+44 (0) 20 3740 0000

Covid Safety Statement

The health and safety of our attendees and staff is our top priority and so we will continue to monitor developments in relation to the Covid-19 pandemic and will follow Government guidance on public gatherings.

We will be working with the host venue of our Empowering Advice Through Technology conference, as well as catering, AV and all external contractors to ensure that we provide a safe environment for everyone attending the event.