Join us at the 3rd series of threesixty Technology Events across the UK in June & July 2020!
designed specifically to address the challenges faced by financial advisers, wealth managers and DFMs. Discover how a new breed of technology suppliers are reinventing traditional advice processes. Learn how these companies are providing an innovative approach to specific challenges when delivering advice.
money into are pleased to be sponsoring the events alongside:
- FE fundinfo
- IRESS
- PLOTT Creative
- Intelliflo
- CleverAdviser
- i4C
- AdvisorStream
- Time for Advice
- Unipass Mailock
- SPRINT Technology
- money info
- FinalytIQ
*NOTE these events are open to non-members for registration too.
The technology emporiums will cover the following topics:
- Client acquisition & digital marketing
- Client onboarding
- Workflow management
- Cashflow modelling
- Portfolio reporting & account aggregation
- Secure communications
- Mobile strategy
- Back Office Tech
- Document Sharing
- Digital Marketing
Event locations:
- Edinburgh 09-Jun
- Bristol 18-Jun
- Wetherby 24-Jun
- Manchester 25-Jun
- London 02-Jul
- Bromsgrove 07-Jul
Agenda times
- Provisional timing – 9 SPONSORS
- 09:15 – 09:30. Registration
- 09:30 – 09:40. Introduction from threesixty
Thinking about advice differently
- 09:40 – 10:00. Session 1. FE funding / IRESS/ SPRINT
- 10:00 – 10:20. Session 2. PLOTT / FinalytIQ
- 10:20 – 10:40. Session 3. Unipass Mailock
- 10:40 – 11:00. Session 4. Intelliflo
- 11:00 – 11:20 Session 5 CleverAdviser
11:20 – 11:40. COFFEE BREAK
- 11:40 – 12:00 Session 6 i4C
- 12:00 – 12:20 Session 7 AdvisorStream
- 12:20 – 12:40 Session 8 Time for Advice
- 12:40 – 13:00 Session 9 money info
13:00 – 14:00 LUNCH AND NETWORKING
Tech Roundtables
- 14:00 – 14:20. DEMO SLOT 1 – all sponsors get a table
- 14:20 – 14:40 DEMO SLOT 2 – all sponsors get a table
- 14:40 – 15:00 DEMO SLOT 3 – all sponsors get a table
- 15:00 – 15:20 DEMO SLOT 4 – all sponsors get a table
15:20 – 15:30 SUMMARY AND CLOSE
FAQs
How can I contact the organiser with any questions?
Please contact Marketing & Events Manager Oliver Jenkins with any queries: oliver.jenkins@moneyinfo.com or telephone 03303 600300.
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Date And Time
- Thu, 25 June 2020
- 09:30 – 15:30 BST
Location
- Cotton Hotel and Spa
- Knutsford
- WA16 0SU
