Empowering Advice Through Technology (EATT)

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

Our 6th annual “Empowering Advice Through Technology” conference took place on 30 January 2025, exploring how advisers could best enhance their AX (Adviser Experience), BX (Business Experience) and CX (Client Experience) through utilising technology.

A range of innovative new services were showcased, each designed to enhance the areas mentioned above. Attendees also had the opportunity to hear directly from the firms behind these cutting-edge solutions—and, most importantly, exchange insights with fellow advisers.

The event was structured to help firms understand the issues they need to consider when choosing technology and help them:

Validate if they have the right technology in their businesses.
Understand how emerging technology can enhance the experience they give customers.
Commence a plan to source and implement technology that best meets their needs.

Attending the EATT 2025 conference was an incredible experience. The plenary sessions and battle of the tech were as insightful as ever with great speakers. The day was thought provoking and I left feeling inspired. I highly recommend attending EATT 2026 to anyone in the industry!

Jayne Tilbrook

Head of Innovation, Crowe Financial Planning

I feel FTRC are really leading the pack now when it comes to these type of events. The international element is excellent and complements the advisersoftware publication and webinars really well. I also note that, more attendees are coming from larger firms with more senior attendees. Your propositions, events and industry content are fantastic. Thank you.

Peter O'Connell

Business Development Director, Focus Business Solutions Ltd

EMPOWERING ADVICE THROUGH TECHNOLOGY 2025
THE PULLMAN HOTEL, EUSTON ROAD, LONDON NW1 2AJ

Empowering Advice Through Technology 2025 – Agenda

8:30 – 9:15am	Registration & Networking
9:15 – 9:55	Conference Keynote
9:55 – 10:35	Plenary 1: What are the key new skill sets advisers need to focus on as AI makes much of their traditional role easier?
10:35 – 11:10	Battle of the Tech – demos 1-4
11:10 – 11:40	Refreshments & Networking
11:40 – 12:20	Plenary 2: How will AI evolve the role of traditional adviser technology?
12:20 – 12:55	Battle of the Tech – demos 5-8
12:55 – 14:15	Lunch
14:15 – 14:55	Plenary 3: What does the adviser firm of the future look like?
14:55 – 15:30	Battle of the Tech – demos 9-12
15:30 – 16:00	Refreshments & Networking
16:00 – 16:40	Plenary 4: What are the areas where the industry must do better, and how can we drive change?
16:40 – 17:15	Battle of the Tech – demos 13-16
17:15 – 17:25	Summary of the day and conference closing remarks
17:25 – 18:30	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.

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