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Participate in one of moneyinfo's three coming UK Technology Emporium (WealthTech) events

In participation with threeSixty Services

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by moneyinfo
| 26/02/2019 12:00:00

moneyinfo is currently participating in a series of 5 Technology Emporium events across the United Kingdom with threeSixty Services. Attendees don't need to be ThreeSixty members to sign up and can register using one of the 3 coming event links below.

All attendees are eligible to claim 5hrs of CPD points.

Also participating in the events are AdvicefrontClever Adviseri4C, PLOTT Creative and Time4Advice, while the guest speaker for each event is Abbie Knight from Embark.

The events will support attendeed to discover how a new breed of technology suppliers are reinventing traditional advice processes. They will learn how these companies are providing an innovative approach to specific challenges when delivering advice.

Each technology emporium will cover the following topics:

  • Client acquisition & digital marketing
  • Client onboarding
  • Workflow management
  • Cashflow modelling
  • Portfolio reporting & account aggregation
  • Secure communications
  • Mobile strategy

While events have already been held in London and Bristol, coming events are:

Date: 12th March 2019
Venue: Cottons Hotel & Spa, Manchester Road, Knutsford, Cheshire, WA16 0SU
Time: 9.15am to 3.30pm
Registration link:

13th March 2019
Venue: Bromsgrove Hotel & Spa (Britannia Hotel), Birmingham Road, Bromsgrove, B61 0JB
Time: 9.15am to 3.30pm
Registration link:

14th March 2019
Venue: Bedford Lodge Hotel, Bury Rd, Newmarket, CB8 7BX
Time: 9.15am to 3.30pm
Registration link:

View the full event page here: