OnAir  

Technology to boost your business

 

Live feed

Live Blog Technology to boost your business 2015
 

Speakers

  • Jane Hodges

    Jane Hodges

    COO of Alexander House Financial Services

  •  Emma Ann Hughes

    Emma Ann Hughes

    Editor of FTAdviser and Financial Adviser

  • Nick Eatock

    Nick Eatock

    Executive chairman of Intelliflo

  • Ian McKenna

    Ian McKenna

    Director of the Finance & Technology Research Centre

Agenda

Back office solutions

Different types of systems available for advisers. Using systems to add value to your business.

Working with clients

Tools that are available through back office systems to help interactions with clients. The way cash-flow modelling tools and client portals should be integrated into the advice process.

Due diligence

The regulator’s requirement for back office technology. Ways to make sure the technology selected today is fit for the client demands of tomorrow.