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Highlights from In|Vest West 2018
- Why Personal Capital's hybrid advice model succeeds
- Financial Engines - the elephant in the room
- Fidato Wealth & Facet Wealth - a case study in migrating clients' who no longer fit the profile of a fiduciary firm
- MoneyLion - helping consumers better manage their money
- Littlefund - targeting generation alpha
- 8 minute demos from In|Vest West
Financial Technology Research Centre and the Personal Finance Society are pleased to announce a new type of event to help advisers who wish to maximise the benefit technology can bring to their customers and businesses. This dedicated workshop day is designed to assist advisers implement technology in their businesses by helping them understand the key factors they should consider when selecting a range of different types of systems.
The event will comprise a series of plenary sessions exploring different areas it is essential for adviser firms to consider, combined with a series of “disturbance demos“ to show leading edge technology which can help transform adviser businesses. There will be an explicit focus on enhancing customer propositions. Advisers will vote for “Best in Show“ awards to be presented to the initiatives they believe can most help firms at the end of the day.
Tickets can be purchased via the Personal Finance Society's website by clicking here