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AdviserTech LIVE 9 - Reducing low value tasks for Consumer Duty excellence

ATL9 was a success! Hosted by Paul Miles, Director at Silverback Consultancy, we learned how to service the right type of clients, reduce the frequency of having to complete low value admin heavy tasks, without a corresponding increase in time, cost, and resource. 

✅ Discover how to strengthen your operating model with market-leading technology and consultancy services.
✅ Learn tactics to reduce low-value admin tasks aimed to make the most use of you time, costs, and resources.
✅ Hear from top industry experts, including insight6, ValentaPlanGrowProsper, and Ext. Marketing.

Our guest speakers focused on areas including:

  • Insight6 – Understanding how your Customer Experience (CX) strategy helps to evidence value under Consumer Duty.
  • moneyinfo - Leveraging Digital Relationship Management (DRM) tools to Comply with Consumer Duty.

  • Valenta - You won’t differentiate on evidence, concentrate your staff on value.
  • Plan, Grow, Prosper - Demonstrating value through consistent client communications and educational content, made easy using AI and automation tools.

  • EXT Marketing – Making CD easier to evidence, by focusing your brand proposition to attract and retain the right type of client.

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Does this sound like it would benefit your firm? To find out how moneyinfo reduces low value admin heavy tasks and maximises efficiency, click here to organise a personal demonstration.


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