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Key Learnings and Audio Bites

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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