How to deliver engaging, digital advice experiences

As the advice industry has grown, client expectations have soared. Finding time for more memorable client touch points is becoming increasingly difficult. What if there was a way to significantly reduce admin time while providing a best-in-class client experience?

Join industry experts from the Financial Planning Association (FPA), FYG Planners and LivePreso as we take you through challenges and solutions related to the advice sector.

What you'll learn

✔️ The latest technology available to advisers

✔️ The potential for digital transformation in the sector

✔️ How technology can help you address new regulations

✔️ Why you should make your advice documents interactive

Meet our speakers