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EATT 2026 Battle of the Tech Demo – True Potential

Synopsis:

  • Introducing True Potentials in-house AI solution for advisers and client
  • By integrating our AI within our own proprietary technology, Indego helps advisers reduce administration, improve accuracy, and make every client conversation count – all within our secure, compliant platform.
  • This is the next step in how True Potential keeps advisers – and customers – ahead of the curve

In their own words:

We will be demonstrating how True Potential continues to lead the technology space in Financial Services, by showcasing our new Indigo AI capabilities. Our demonstration will walk through a day in the life of a busy Financial Adviser, showcasing our client meeting video capture, fact find review automation, compliance checks, Indigo Smart Assist and Smart Actions and more…

Fragmented technology, bolt-ons and the use of multiple systems has become common practice in the industry, with many using AI to fill the gaps and remove inefficiencies – this needs to be challeged. At True Potential we are breaking the mould in offering a single system with AI cohabiting within our proprietary systems, to add real efficiency value to advisers and customers.

Join us to see the real power of AI through Indigo by True Potential.

Company Info

HQ: Newcastle-upon-Tyne

Founded: 2007

Product Displayed: Indego

Presenter: Gregg Lang, CEO & Aidan O’Kane, Head of TPAS

Our Analysis

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What is EATT?