A one-day workshop for advice firms who want to put technology at the heart of their business.
The Personal Finance Society and Financial Technology Research Centre are pleased to announce a dedicated day long workshop, designed to assist advisers implement technology in their businesses.
This event has been structured to help firms understand the issues they need to consider when choosing technology and help them:
There will be eight plenary sessions exploring different areas that are essential for adviser firms to consider, combined with eight “disturbance demos“ to show leading edge technology which can help transform their businesses. This is a practical day for those who want to drive real change in their firms and take action.
The workshop will include discussions on:
As this exclusive event is limited to a maximum of only 200 delegates, we recommend early reservations to avoid disappointment.
Participants will qualify for 4.5 hours structured CPD.
The cost of attending is £185pp, this includes the post event software selection and implementation documentation.
We're very grateful for the support from our sponsors, made up from of a number of market leading organisations.
Gold sponsors: Intelliflo, Nuance, Practifi, Unipass Mailock, Focus Solutions
Silver sponsor: IRESS, Wealth Wizards
Bronze sponsors: Seven Investment Management