EMPOWERING ADVICE THROUGH TECHNOLOGY 2020
EATT 2020 Keynote: Ian McKenna – How financial planning will evolve from an art to a science
EATT 2020 Keynote:How financial planning will...
EATT 2020 Plenary Session 1: Practice Management Systems & Platforms – How they interact
EATT 2020 Plenary Session 1:Practice Management...
EATT 2020 Plenary Session 2: Client Portals, Open Banking & Pensions Dashboards – Building stronger client relationships
EATT 2020 Plenary Session 2:Client Portals, Open...
EATT 2020 Plenary Session 3: How Artificial Intelligence is Becoming Part of Financial Advice
EATT 2020 Plenary Session 3:How Artificial...
EATT 2020 Plenary Session 4: Ensuring Secure Communications
EATT 2020 Plenary Session 4:Ensuring Secure...
EATT 2020 Plenary Session 5: Portfolio Management/MiFID Reporting
EATT 2020 Plenary Session 5:Portfolio...
EATT 2020 Keynote: Ian McKenna – How Should Your Technology Roadmap Change in 2020
EATT 2020 Keynote:How Should Your Technology...
Empowering Advice Through Technology (#EATT2020) – Highlights
EMPOWERING ADVICE THROUGH TECHNOLOGY (#EATT2020)...
Advisorstream – “Driving growth through client engagement”
Advisorstream Disturbance Demo:“Driving growth...
Wealthify – “Digital Wealth Management System”
Wealthify Disturbance Demo:“Digital Wealth...
Praemium – “WealthCraft – Praemium’s digital engagement platform”
Praemium Disturbance Demo:“WealthCraft -...
Origo/Beyond Encryption – “Unipass Mailock”
Origo/Beyond Encryption Disturbance...
Nuance Communications – “Dragon Naturally Speaking Voice Recognition Software”
Nuance Communications Disturbance Demo:“Dragon...
Moneyinfo – “Branded client portals and apps”
Moneyinfo Disturbance Demo:“Branded client...
iPipeline – “SolutionBuilder & Product Features Report”
iPipeline Disturbance Demo:“SolutionBuilder...
InterGen Data – “DAVID – Digital Advice Via Demographics”
InterGen Data Disturbance Demo:“DAVID - Digital...
7iM – “Retirement Income Service”
7iM Disturbance Demo:“Retirement Income...
Intelliflo – “Gamified Fact Find”
Intelliflo Disturbance Demo:“Gamified Fact...
i4C – “Disrupting the Cashflow Market – why the i4C wave is building”
i4C Disturbance Demo:“Disrupting the Cashflow...
Focus Solutions – “Focus Digital”
Focus Solutions Disturbance Demo:“Focus...
EMPOWERING ADVICE THROUGH TECHNOLOGY 2019
EATT2019 Opening Address: Ian McKenna – Why technology is crucial to the future of advice
EATT 2019 Keynote:Ian McKenna - Why technology...
EATT 2019 Plenary Session 1: Building a single version of the truth – the role of the practice management system
EATT 2019 Plenary Session 1:Building a single...
EATT2019 Plenary Session 2: Fact finding for the 21st Century – digitally enabling access to consumer data
EATT 2019 Plenary Session 2:Fact finding for the...
EATT2019 Plenary Session 3: Innovations in risk profiling – how to meet the latest regulatory requirements
EATT 2019 Plenary Session 3:Innovations in risk...
EATT2019 Plenary Session 4: Choosing the right automated advice solutions – letting technology do all the hard number crunching
EATT 2019 Plenary Session 4:Choosing the right...
EATT2019 Plenary Session 5: Data security & GDPR compliance – making sure all communications are secure
EATT 2019 Plenary Session 5:Data security &...
EATT2019 Plenary Session 6: Increasing client engagement through cash flow planning
EATT 2019 Plenary Session 6:Increasing client...
EATT2019 Plenary Session 7: Customer communications for all generations – how to deliver exceptional reporting/consumer websites
EATT 2019 Plenary Session 7:Customer...
EATT2019 Plenary Session 8: Building your technology roadmap – the do’s and don’ts of deploying technology
EATT 2019 Plenary Session 8:Building your...
Empowering Advice Through Technology (#EATT19) – Highlights
Highlights and vox pops from the Empowering Advice Through Technology conference (May 2019)
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Unipass Mailock
Empowering Advice Through Technology (#EATT19)...
Empowering Advice Through Technology (#EATT19) Disturbance Demo: 7IM – My Future
?BEST IN SHOW WINNER: Peter Wyatt, Head of Platform demonstrates the 7IM cashflow planning tool…
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Nuance – Dragon Speech Recognition
?BEST IN SHOW WINNER: Terence Lippert of Nuance demonstrates Dragon speech recognition software which can help individuals and organisations by putting their voice to work!
Terence show how advisers can master Dragon right out of the box and start experiencing big documentation productivity gains immediately.
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Intelliflo – Personal Finance Portal
Empowering Advice Through Technology (#EATT19)...
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Practifi – Product Flow
Adrian Johnstone, Chief Commercial Officer at Practifi takes a quick run through of a typical workflow, showing how a user or adviser would navigate through Practifi on a typical day to gain a complete 360 view of client and account information, including recent interactions, tasks, processes, and more.
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Focus Solutions – Focus:Digital
Mike Hearfield, Focus Head of Digital demonstrates Focus:Digital – an interlinked set of client engagement, acquisition and ongoing service tools which are designed to make digital solutions feel human, and change the way people engage with their finances.
Empowering Advice Through Technology (#EATT19) Disturbance Demo: EXO Investing
Empowering Advice Through Technology (#EATT19)...
Empowering Advice Through Technology (#EATT19) Disturbance Demo: AdvisorStream
Kevin Mulhern of AdvisorStream demonstrates how they provide high client and prospecting connectivity through highly credible content marketing. The demo shows both the client and the adviser experience when using the AdvisorStream platform.