London and Manchester were the venues for Intelliflo’s second annual ‘Change the game’ Conferences where nearly 800 delegates heard how, according to a recent Fidelity report, becoming an ‘eAdviser’ is the single greatest factor in whether advisers succeed or fail.
The day went on to show delegates how by harnessing technology and putting it at the heart of your business, advisory firms are more likely to see increased profitability, better client engagement, streamlined business processes while satisfying the regulator.
We started the day with James Wouldhuysen looking at the IT fear within our society. This was then followed by Nick Eatock who busted some myths on digital engagement before launching the first stage of our automated advice capability. Mark Hopcroft of Cofunds, our major partner in this exciting development, continued by explaining their involvement. After lunch we were treated to a Q&A with British athlete Iwan Thomas and then finished off with a humorous but enlightening session with economist Justin Urquhart Stewart on Brexit.
