Adviser Firm Technology Strategy in 2024 and beyond


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?