Adviser Firm Technology Strategy in 2024 and beyond
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Our December AdviceTech Forum focuses on Adviser Firm Tech Strategy in 2024 and beyond… Advisers will share their views on what is driving their strategy and what is inhibiting it…
- What are some of the key drivers that are shaping the way adviser firms are approaching their technology strategy e.g. data, process efficiency, integrations, client experience, tech consolidation etc?
- What elements of the strategy do firms feel they are delivering on and where are they being successful?
- What elements of the strategy are being inhibited and by what?
- What is on adviser firms’ Christmas wish list for 2024?