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.
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Key stages of advice


Keep calm and come back stronger

Hear from Hargreaves Lansdown, MoneyHub, The Lang Cat and Wealth Wizards about how their companies has adapted as a result of the pandemic as well as what changes they hope to see beyond lockdown.

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Keep calm and come back stronger


Should auld acquaintance be forgot?

Learn from the experts about how disruptive digital technologies are shaking up our industry to influence and enhance millions of people's lives.

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Should auld acquaintance


Artificial intelligence:
the evolution of financial advice

Humans control the planet. Not because we’re the strongest, the biggest, or the fastest, but because we’re the most intelligent. But when we’re no longer the smartest, and machines evolve quicker than we can – what then?

This White Paper From Altus Consulting sets out to separate the fact from the fiction and address some of the key questions surrounding the future of AI.

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Evolution of man from caveman to robot

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