“Investments, technology and service – shaped around you”



  • If delivering an unrivalled digital client experience as part of a full financial planning service is important to your business model then this session is relevant to you.

  • We will be demoing 7IMagine which is the financial planning and client reporting app which could be the answer to enhancing your overall client experience.

In their own words:

“During this session we will demo how an engaging digital experience can bring financial plans to life.

We will also cover how many advisers have moved to using a digital client app to assist with their online client reviews and how this is translating to face-to-face meetings as we now move out of the solely virtual world and into the new normal of a mix of face to face and virtual meetings.

Our app, 7IMagine, could be the missing digital link to delivering your overall client experience.”

Company Info

HQ: London

Founded: 2002

Product Displayed: Digital client experience – 7IMagine

Presenter: Pete Wyatt