threesixty Technology Event 2018
HOW CAN TECHNOLOGY IMPROVE THE CLIENT EXPERIENCE AND BENEFIT YOUR BUSINESS?
moneyinfo and threesixty hosted a technology themed morning at The Mere Golf & Country Spa in Knutsford on the 21st June 2018.
During the morning we looked at client portal, back office, client planning and data security tools and discussed how the use of this technology can improve the client experience, and deliver benefits to an advisors business.
Other sponsors included Time4Advice, Prestwood, and Brooklands Computer Services.
Find out more aout moneyinfo in one of our regular webinars, register here .