“Empowering Advice Through Technology 2020” – Conference Programme

Registration & Coffee/Refreshments

Conference commences

Welcome and housekeeping notes

Keynote Speaker

Session Content:

• Explore example of changes in the last 12 months which provide new ways in which technology can enhance the advice process
• Highlight the latest examples of bringing together the best of human advice supported by technology
• Consider the impact of the FCA’s work on Open Finance and how this will change the advice process

Practice Management Systems & Platforms – how they interact

Session Content:

• How practice management and other systems are reducing the manual work needed by advisers when dealing with platforms
• New technologies in keeping customer data accurate and up-to-date

Dave Upton

Managing Director, Focus Solutions

Disruption Demos

Four 8-minute demonstrations of leading edge financial services technology

Coffee Break & Networking

Client Portals, Open Banking & Pension Dashboards – building stronger client relationships

Session Content:

• Consumers live in a mobile enabled world, even those in retirement use technology far more than they have ever done.  Equally far more consumer data is readily available to help support advice processes and give more personalised recommendations.
• This session will explore the progress made in each of the above areas and the opportunities they present to enhance customer relationships digitally.

Disruption Demos

Four 8-minute demonstrations of leading edge financial services technology

How Artificial Intelligence is becoming part of financial advice

Session Content:

• Examples of where Artificial Intelligence is being deployed in financial advice today.
• Which processes can be supported by Artificial Intelligence today and how this will change in the near future.
• Where are the areas of financial advice where Artificial Intelligence will first impact.

ROBERT KIRK

Founder & CEO – InterGen Data

Lunch & Networking

Cyber Security

(subject to change depending on progress of FCA work on cyber security)

Session Content:

• Which key FCA activity on site security should financial advisers be particularly focused on.
• What are the latest ways in which firms can protect client communications.
• Key issues to consider when writing your cyber security plan. 

Disruption Demos

Four 8-minute demonstrations of leading edge financial services technology

Coffee Break & Networking

Portfolio Management/MiFID Reporting

Session Content:

• An increasing number of practice management and similar systems are transforming how advisers can manage customer assets, reduce customer costs and streamline replacement business processes.
• This session will explore how new operational methods can help advisers be more efficient.

TESSA LEE

Managing Director, moneyinfo

Disruption Demos

Four 8-minute demonstrations of leading edge financial services technology

How should your technology roadmap change in 2020

Session Content:

• Summary of the most important messages to take from today.
• Quick tips on how to review your existing software and identify if other options would be better.
• An overview of the key technology components every adviser firm should be working to deploy now. 

Best in Show Awards & Drinks Reception

Presentation of trophies to the “Best in Show” disruption demos

Conference Concludes