INTEGRATIONS AND ADVISER ADOPTION
Join our upcoming AdviceTech Forum
The topic for our September AdviceTech Forum is Integrations and Adviser Adoption, understanding an advisers perspective about how they are implementing, adopting and benefiting from the data services available now. In particular we will be exploring/discussing:
- What integrated services have they deployed in their business?
- What’s been their approach to rolling out and ongoing training?
- What advice do they have for other firms going on this journey?
- What specific help is required from Platforms, Providers and Tech Vendors to increase adoption?
- Jing Jing Shi, Director of Operations, Advisa Wealth
- Marina Gabas, Operations Director, Herbert & Webster
- Tim Walton, Platform Integration Manager, Aviva UK Life
- Martin McKenna, Senior Consultant, FTRC