Join us in June to explore the different perspectives around what ‘Hybrid Advice’ means to a range of leading edge technology firms providing solutions in the wealth management sector.
Hybrid Advice 2.0’ is a different interpretation of automating advice through a robo-powered proposition (hybrid 1.0). Hybrid Advice 2.0 now focuses on the digitisation of the key processes around delivering face-to-face advice. It’s no longer about man versus machine. It’s about working man with machine.
Multiple aspects of the advice process can now be digitised, from onboarding/digital factfinding, advice suitability, communications and interactions, automating report generation, and annual review processes. Join us to explore the benefits that Hybrid Advice 2.0 can bring to your business around compliance, client loyalty, and profitability, whilst helping you to deliver a better client experience.
- 00:00 - 00:10
CEO and Founder
With over 30 years of experience in the financial services sector, Lee Robertson is an award-winning financial planner and investment specialist.
As founder and CEO of Octo Members Group, a private members group for financial service professionals in a dynamic native app, Octo Members aim to facilitate, speak and engage with the financial sector.
- 00:10 - 1:10
Adviser Growth Lead
Seccl: An Overview
In this session, Caldon will demonstrate Seccl’s API-driven technology, which empowers advisers and DFMs to control their own destiny, own their client relationships and improve their customer experience – by operating their own platform.
Reimagining Client Onboarding With The Digital Fact Find
In this session Tessa will demonstrate how to improve client onboarding and review processes using our new Digital Fact Find capability. Allow you clients and advisers to update and complete fact find information on the move, on the mobile devices they chose to use.
Chief Executive Officer
How Technology Is Changing The Game For Advisers
Solving problems through technology is often hard, but always worth it. In this session, Ola Abdul, CEO of next generation platform Fundment, dissects the key challenges facing the platform industry, what is being done about them, and why advisers can start to get (just a bit) excited.
Senior Business Development Manager
Increase Your AUM by Reducing Your Effort
In the post-covid era where the market has seen an increase in investing, technology can play a big part in increasing your assets under management. Using a simplified digital/hybrid advice process that both engages the consumer and provides them with sensible financial advice, can reduce the time spent with clients whilst also increasing AUM.
Manager, Enterprise Accounts
The Adviser's Guide to Supercharging Your Marketing
Rebecca McMurry is the Manager of Enterprise Accounts at AdvisorStream, the highest-rated advisor marketing platform focused on driving growth, revenue and retention by leveraging licensed content from the world’s top publishers.
Senior Fintech/Platform Integration relationship Manager
Using Technology To Your Advantage
Aviva provides a significant number of integrated data services across a wide range of software suppliers, this is a key part of the Aviva platform strategy. Accessibility to data is paramount to the success of any business where digital is at the core of the advice business, this is particularly important when it comes to providing Hybrid Advice.
UK Account Manager
AI-Based Planning: The Emperor's New Clothes or the Real Deal?
Can modern AI-based planning technology help your firm save time, increase revenue and enhance the user experience? We will explore alternative ways of delivering advice, using some of the very latest AI assisted capability in the UK market and discuss how this could be deployed in the business.
Q&A Session & Close
- 01:10 - 01:30
CEO and Founder
Session facilitated by Lee Robertson