Why the smart money in fintech is now going into WealthTech - FTRC/AdviserSoftware.com Webinar

4PM BST - 11AM EST - 10AM CST - 8AM PST

Why the smart money in fintech is now going into WealthTech

What will the future of Financial Advice look like? How to build a compelling proposition...

Technology is playing an unprecedented role in the operations of financial advice firms in this webinar, Ian McKenna who has been benchmarking and consulting on financial advisers and wealth manager technology since 1995 will share his latest findings on what advisers and consumers want from technology. Ian will explain why.

• Analysis from our latest research on what advisers want from technology
  • Adviser propensity to switch system suppliers
  • Which Wealthtech firms customers believe they have the best data quality
  • Where do advisers most want Wealthtech firms to do better
• Highlights from wave one our of Building the Business Case for Digital Advice
  • Where do consumer preferences vary from most advisers perception of advice
  • What are the services consumers are willing to pay for that advisers think do not matter
  • Where are consumers looking for a new approach to savings

Trying to sell to advisers without understanding the technology they use and how it influences product selection is like trying to wi a car race with one hand tied behind your back

This session is specifically designed for senior sales and operational and technology leaders in Investment Platforms, Life Insurers, Asset Managers, Discretionary fund manages and anyone who sells products through financial advisers, financial planners and wealth managers.

Also anyone involved in creating technology to support any of the above organisations or financial advice technology.