Your business is your most important client and there have never been more opportunities to grow it, improving your profitability and customer service.
Our one-of-a-kind event Empowering Advice Through Technology (EATT) on 26th May will help you with everything you need to consider when deploying technology in your business, this includes:
- How to prepare for Financial Advice in 2025, what do you need to do to be ready?
- How can technology support delivering an end-to-end advice and investment service?
- Cyber Security, how to keep clients secure in a dangerous world
- Optimising financial planning through the best use of technology
- What does an outstanding customer experience look like?
- How should your technology roadmap change in 2022 and beyond?
Plus, demonstrations of the most exciting new advice technology from the UK and around the world, including the launch of new systems never before seen in the UK.
This is a very different event; it is only for people who are really serious about making best use of technology in their business. If you have just a passing interest in technology, this is not for you. Conversely, if you want the best technology enabling your business this is the show to see.
We do charge advisers for attending as we only have room for 300 delegates and want to be sure those places go to people who will get the most from the event, but we do want to make it as affordable as possible. So here is how you can help us, so we can help you and give you the biggest discount to the show.
We really want to understand:
- What advisers think of the technology they are currently using
- What advisers value most from their technology
- What improvements they would most like to see
You have to be willing to put your name to your thoughts, we are looking for people who are willing to publicly share their considered and objective views. As a thank you, we would love to give you an unparalleled discount on our special event.
To obtain the best possible ticket discount simply complete the following four actions:
Step 1 – Click on this link www.advisersoftware.com/adviser-tech-ratings/
Step 2 – Select the type of software you want to review and your supplier and complete the survey. If you are not already registered to access AdviserSoftware.com you will be asked to complete the registration form. At which point you will automatically become redirected back to the survey.
Step 3 – Complete the first survey.
Step 4 – After completing the first survey select another type of software you use and your supplier and complete a second survey to qualify for the largest discount.
Step 5 – Select the software type you want to review and your supplier, then complete the survey.
Completing one survey will entitle you to a 20% discount on the cost of a standard adviser ticket but if you complete additional surveys, we’ll increase this to 45% off.
Each survey should take no more than 4 minutes to complete. In addition to getting your discount you will be able to access our extensive research on over 100 different adviser software propositions.
Please note that once you’ve completed the procedures above, a member of the FTRC team will contact you directly to give you your special EATT2022 discount code. Whilst you are given 24 hours access to complete the surveys on AdviserSoftware.com, you will need to verify your email, using the link sent, before being given access to the other areas of the site. Also, at the risk of stating the obvious this offer is only open to financial advisers.
The collated results will be published on advisersoftware.com to help advisers make better decisions when selecting and using technology in their businesses.
Start completing your surveys today and we look forward to welcoming you to The Pullman Hotel, London on Thursday 26th May 2022.
And don’t forget, attendance at Empowering Advice Through Technology qualifies for 2.5 hours CPD credit.