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Earn CPD: Back office systems

Earn CPD: Back office systems

FTAdviser’s fourth FTAdviser On Air educational webinar explored the way technology can boost your business.

You can now watch the live broadcast, which is available on demand, to find out more abour the different types of systems available for advisers, tools that are available through back office systems to help interactions with clients and the way cash-flow modelling tools and client portals should be integrated into the advice process.

The regulator’s requirements for back office technology were also discussed.

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Our expert panel consisted of Nick Eatock, executive chairman of Intelliflo; Jane Hodges, chief operating officer of Alexander House Financial Services; and Ian McKenna, director of the Finance & Technology Research Centre.

You can watch the video and earn your CPD by clicking on the CPD button to answer a series of contextual questions on the video and bank the session as structured learning, through our CII-accredited tracker.

Click here to watch the video.