13:35 - Colette Noble, Lift Financial and Chris Miller, Miller Associates: PFP - more than just secure messaging
Client expectations have shifted within financial services, with online access to information and portfolio values now expected. Hear from two firms how the Personal Finance Portal has enabled them to meet client expectations and stay compliant with GDPR and MiFID II.
13:55 - Jade Wilson, Integrity Asset Management: Unlock your potential in your Intelligent Office data
Data quality is a broad issue in the financial advice industry, but what if you undertook the challenge of cleansing and maintaining accurate data online? Cleansing your data can have a powerful impact on your business and this session explores how it can boost revenue, help clients and aid compliance.
14.20 - Andrew Storey, EValue
Putting the customer at the heart of risk suitability.
14.30 - Roger Perry, Defaqto
Integrating your financial planning tools into one solution.