In a world of disruptive change, the successful adviser needs a new future-focused toolkit to remain relevant, mitigate threats and take advantage of the opportunities that are emerging. Graeme Codrington, futurologist and CEO of strategic insights firm, TomorrowToday Global, will provide a thought-provoking view of the most significant global trends that are shaping not only the world of the advisor, but all aspects of the lives of our clients, our businesses and the financial services industry in particular. He will share the five key new tools we all need to master, and inspire us to face the future with confidence.
Nick will discuss how digital servicing and advice are driving up customer engagement and driving down costs for financial advisers across the UK – meaning more job satisfaction and more satisfied clients! He will share new data on the effectiveness of a co-ordinated digital strategy and provide a preview of our brand new PFP functionality along with insight into the product roadmap. In particular, he will spotlight our open API capability and give real-world examples of how advisers have used this to build additional value to their client propositions. Nick will conclude with an overview of our brand new network of software partners.
Following on from Nick's theme, Nigel will give a practical example of how technology can be used to enhance the client experience. He will focus on how, through a new API integration between SEI and Intelliflo, advisers can benefit from SEI’s long history of providing solutions to help advisers with client engagement. Nigel will explain how Intelliflo’s PFP combined with SEI's Goals Based Investing can help deliver an effective and consistent proposition to clients while also offering enhanced business efficiencies.