This month’s Money Marketing Live in Manchester will once again feature an arena dedicated to the future of technology in financial services. Taking place at the Manchester Central (G-Mex) on October 30, the Technology Village will provide financial advisers with an insight into the latest products and services available.
In the seminar programme, David Felix-Davies, director of Plum Software, will discuss if technology really can help to process business, standardise procedures, enable compliance and provide management information.
The importance for advisers to understand how technology can benefit the IFA practice by reducing inefficiencies is underlined by many within the industry.
David Harrison, managing director of True Potential, who will also be speaking, says: “I believe that to have the right solution, you need to ensure you have the right problem – not a symptom, but the underlying cause. The problem is inefficiency, leading to a loss of potential profit. Driving out this inefficiency is possible and necessary before we can move into the future.”
Debbie Steer, e-commerce manager of software firm 1st, will examine the role of technology in commission reconciliation and discuss some of the issues that an adviser may face when trying to implement an electronic commissions reconciliation system.
Colin Sloss, head of business development at The Exchange, will examine whether e-business and technology has finally delivered what it has promised advisers and Simon Farrant, head of financial planning at Distribution Technology, will look at risk profiling, asset allocation and stochastic modelling tools.
To find out more, please visit www.moneymarketing live.co.uk or phone 020 7943 8117.