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ARCHIVED PREVIOUS SESSIONS
Key Learnings and Audio Bites
2022 Forums
Adviser tech strategy – dec
Cashflow planning – Nov
Hybrid Advice – Oct
Consumer Duty 3 – SEPT
Client-Facing Tech – Jun
Integrations – March
Data – Jan
Consumer Duty 2 – May
Data culture – Jul
Consumer Duty – Feb
2022 Forums
Letters of Authority – Dec
Integrations & Adoption – Sept
Consumer Duty & Comms – May
Productivity in Tech – Jan
Customer Servicing- Nov
One Way Traffic – July
Best of Breed Tech – March
Cyber Security – Oct
Advisers Going Digital – June
Getting Client Data – Feb
2021 Forums
Predicting Major Life Events – Nov
Automating Suitability – June
Integrations & APIs – Feb
The Failures of Robo-Advice – Oct
New Ways of Working – May
Advances in Risk Profiling – Jan
Cyber Security – Sept
ESG Regulation – April
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