AdviserTech Live 8 - Consumer Duty

Tessa Lee, Managing Director at moneyinfo, gave us a talk about your secret weapon to help comply with Consumer Duty.

Client portals provide 24/7 access to information and support and are vital when it comes to helping firms meet their Consumer Duty obligations. Tess will provide a practical demonstration of how moneyinfo can help support and evidence the key outcomes the FCA wants to see whilst delivering game-changing client engagement to build client loyalty, enhance profitability and ensure compliance confidence for your business.

Contact moneyinfo:

Email– Josh Pedlar, Business Dev Manager – josh.pedlar@moneyinfo.com

Book a demo - https://www.moneyinfo.com/book-a-demo/

Andy Kirby, Founder of Money Alive, discussed how the FCA demand improved consumer understanding - how can advisers respond?

All firms need to take a long look at their communications and ask if they truly inform the consumer. Andy will show how technology can help advisers improve their client’s understanding in an engaging, and evidenced way, support Consumer Duty compliant advice, and delight clients at the same time.

Contact Money Alive:

Email - Andy Kirby – andy.kirby@moneyalive.co.uk

Book a demo - www.moneyalive.co.uk/book-demo

Chris Davies, Founder of Model Office, spoke about how the all-encompassing Consumer Duty requires firms to gain the right data and management information (Ml) to evidence their business services and products comply.

Model Office RegTech automates the consumer duty diagnostic and gap analysis phases providing streamlined heat-mapped dashboards and data analytics.

Contact Model Office:

Chris Davies – chris.davies@model-office.co.uk

More info - https://www.model-office.co.uk/