RDR and MMR are still impacting the financial advice sector and with the next set of regulations from the FAMR review just around the corner too, is your business agile enough to deal with any recommendations the review announces? On top of that there is an increasing need for you to service your clients more effectively while driving efficiencies in your business and saving costs.
This conference, as well as giving you the most cost-effective way to ensure you are getting the most from your iO investment, will show you that technology has a major part to play in helping you meet the many business challenges your organisation is likely to face. The most successful financial advisers in the 21st century will be those who are tech-savvy. They are not IT experts, rather they understand what technology can do for their businesses and are prepared to invest time and money to make it work hard for them.