ON-DEMAND WEBINAR

The key stages of advice efficiency optimisation

This webinar, featuring speakers from Salesforce, Moneyhub and Embark will explore how these leading providers:

  • Use tech to integrate with financial advice ecosystems.
  • Become more proactive when it comes to advising a client throughout their life.
  • Envisage the future of integrated technology and benefits to the client.

If you are from a medium to large firm which already provides, or is considering to offer digital financial advice, you will find this webinar recording especially of interest.

Watch nowDownload the white paper
Key stages of advice

Liz Pellegrini

Senior Director, Solution Engineering

Salesforce

Vaughan Jenkins

Business Development Director

Moneyhub

Toby Larkman

Chief Commercial Officer

Embark Platform

Andrew Firth

CEO

Wealth Wizards

Watch the webinar here

Download the white paper

This site is best viewed in Chrome, Edge or Firefox (not Internet Explorer!)

Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT


Disclaimer

Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 07014133. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime.

Wealth Wizards®, Pension Wizard ®, Retirement Wizard®, Turo® and MyEva® are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Benefits Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Investment Wizard, are trademarks and logos of Wealth Wizards Limited.

Wealth Wizards is independently audited and certified by the British Standards Institute to ISO/IEC 27001:2013, an internationally recognised standard specifying comprehensive security controls and best practice.

© 2021 Wealth Wizards Limited.