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.

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Key stages of advice

Liz Pellegrini

Senior Director, Solution Engineering


Vaughan Jenkins

Business Development Director


Toby Larkman

Chief Commercial Officer

Embark Platform

Andrew Firth


Wealth Wizards

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