Agenda

James Woudhuysen
Futurist thinker

Nick Eatock
Executive Chairman, Intelliflo

Mark Hopcroft
Cofunds

Is a robot stealing your job?

This key note session will look at technology advances from a consumer and business point of view. The fear of IT is in our society, but a glance at the role of robots shows that IT is not taking people’s jobs and that robots are now working alongside workers - not instead of them. Other industries have shown that IT is a supplement and not a replacement and it does not stop face time with clients. It will change it. Adviser firms and providers will need to offer the same. The need to adopt new, advanced and always updated IT is not just about future proofing businesses – it’s also about big opportunities for advisers.

The art of the possible

Almost a year on for the launch of Intelliflo’s Personal Finance Portal (PFP), this key note session will have some real world experience and data from actual usage by end clients. We will share some of this data and in the process, break some myths about digital advice. As more and more firms use our current client portal (PFP2) to service their clients, we’ll describe how we are continuing to reduce the costs of servicing your clients with a range of exciting enhancements in our pipeline. We will also look at and showcase our first stage of our automated advice capability for investments.

Automated advice – the future

Cofunds will continue the theme of online user-experiences to finish the key note session by looking at how the UK’s largest investment platform has extended its integration with Intelligent Office for trading, execution and payment of ISAs and a General Investment account, which will enable advisers’ clients to self-serve using the power of Cofunds.

To attend the conference and hear more about robo or automated advice, click here to register.

PFP Overview

In this session we will give a comprehensive overview of the Personal Finance Portal and how it can benefit your business as well as be an invaluable tool for your clients to manage all of their finances. The session will include an overview of the set up process within Intelligent Office to allow a client access as well as how the portal can be used from an end users’ perspective.

Document Designer

The Document Designer session will look at how firms can create high quality client facing material such as letters or portfolio reports, using data from within Intelligent Office. The session will also look at some of the normal tools available in Word that can be used to enhance your documents.

Integrations

This session will demonstrate the key elements of the integration between Intelligent Office (iO) and Advisa Centa, by showing its powerful suite of analysis, forecasting and planning solutions. We will also look at our Wealthlink integrations showing the seamless link and benefits of submitting new business direct to provider and platform systems.

Business Management and workflows

This session will focus on the setting up of Tasks and Workflows within Intelligent Office that can help streamline and standardise your business processes. We will show you how to configure your own Tasks and Task Categories and add these to Workflows that can mirror you internal administration and compliance processes. This will include the creating of automatic Workflow triggers on Client and Plan creation as well as automatically assigning tasks by individual or role within your organisation. We will conclude the session by showing you how you can link tasks to Document Designer Templates.

You can book onto any of these sessions by adding it to your schedule on the conference app. You will need to register first and then download the app. Click here to register.