During our May AdviceTech forum we will be discussing ‘Digital Relationship Management‘.

We will be specifically covering:

  • What is digital relationship management? 
  • What does a good digital client relationship proposition look like for client engagement? 
  • How ready are advice firms when it comes to moving towards a DRM model with clients? 
  • Are client portals delivering enough to support a DRM strategy?

Click below to register…