Empowering Advice Through Technology (#EATT19) – Highlights
Highlights and vox pops from the Empowering Advice Through Technology conference (May 2019)
Category: Empowering Advice Through Technology 2019
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Unipass Mailock
Garry Miller, Head of Operations, Origo & Paul Holland, CEO,Beyond Encryption show how Unipass...
Empowering Advice Through Technology (#EATT19) Disturbance Demo: 7IM – My Future
?BEST IN SHOW WINNER: Peter Wyatt, Head of Platform demonstrates the 7IM cashflow planning tool…
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Nuance – Dragon Speech Recognition
?BEST IN SHOW WINNER: Terence Lippert of Nuance demonstrates Dragon speech recognition software which can help individuals and organisations by putting their voice to work!
Terence show how advisers can master Dragon right out of the box and start experiencing big documentation productivity gains immediately.
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Intelliflo – Personal Finance Portal
Nick Eatock demonstrates how Intelliflo’s Personal Finance Portal (PFP) works and how clients and...
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Practifi – Product Flow
Adrian Johnstone, Chief Commercial Officer at Practifi takes a quick run through of a typical workflow, showing how a user or adviser would navigate through Practifi on a typical day to gain a complete 360 view of client and account information, including recent interactions, tasks, processes, and more.
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Focus Solutions – Focus:Digital
Mike Hearfield, Focus Head of Digital demonstrates Focus:Digital – an interlinked set of client engagement, acquisition and ongoing service tools which are designed to make digital solutions feel human, and change the way people engage with their finances.
Empowering Advice Through Technology (#EATT19) Disturbance Demo: EXO Investing
Nikolai Hack, COO at EXO Investing showcases their client platform which won Best Digital Wealth...
Empowering Advice Through Technology (#EATT19) Disturbance Demo: AdvisorStream
Kevin Mulhern of AdvisorStream demonstrates how they provide high client and prospecting connectivity through highly credible content marketing. The demo shows both the client and the adviser experience when using the AdvisorStream platform.
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