The key stages of advice efficiency optimisation

Thursday 25th March 3pm - 3.45pm

This webinar, featuring speakers from Moneyhub, Salesforce and Aegon 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 offers, or is considering to offer digital financial advice, you will find this webinar especially of interest.

Sign up for your free place

Tom McPhail

Head of Retirement Policy

Hargreaves Lansdown

Samantha Seaton



Mark Polson


The lang cat

Andrew Firth


Wealth Wizards

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Sign up for 'The key stages of advice efficiency optimisation'

Thursday 25th March 3pm - 3.45pm

If you register but are unable to make the allocated time, you will be sent a link to the recorded webinar so that you can watch it at a later date.

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