Tools for client boarding – What should be prioritised? What are advisers’ best experiences? – June Forum Recap

Our June forum session explored ‘Tools for client boarding – What should be prioritised? What are advisers’ best experiences?‘, specifically:

  • The latest trends in customer engagement tools including how AI is enabling far more accurate profiling of client priorities
  • Current consumer research on their preferred ways of engaging with advisers pre-meeting
  • Are we finally achieving long promised levels of data integration?

Panellists included:​

  • Emma New – Rose FP Solutions
  • Paul Miller – IWP UK

Session highlights

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