ADVISERS GOING DIGITAL
Join our upcoming AdviceTech Forum
At our June AdviceTech Forum we will be discussing Advisers Going Digital; advisers talk about digitising their businesses and going paperless and, what this means for providers and platforms who want to partner with them. In particular we will be exploring:
- What is the starting point for transforming your business to digital? What digital solutions are key to achieving change? How do you overcome barriers when dealing with providers/platforms?
- COVID was a catalyst for change amongst providers and platforms, but the pace has since slowed/reversed. Why? How do we regain momentum? Which providers and platforms have invested in their digital offerings?
- What capabilities do tech vendors need to develop to drive more/better digital solutions for advisers and their customers?