CTG2018 post conference content

An overview of Change the Game

We hope that you enjoyed our Change the Game conferences in Manchester and London this year. We were delighted to welcome so many of you across both locations and have been enthused by your feedback. In case you missed the events, or would like to revisit some of the sessions, this page contains all of the presentations, slides and videos.

Conference keynotes

CTG highlights

Both events saw a range of keynote addresses and breakout sessions which aimed to bring our users closer to Intelligent Office. Various speakers discussed industry topics and explored the opportunities offered by technology. This highlights video gives an overview of the events.

Dave Coplin

Dave Coplin, former CEO of Microsoft and former speaker at CTG, spoke about the digital technologies that affect all aspects of our lives as individuals, consumers and in business. He outlined the problems we face, the mistakes and assumptions we make and how we should be using technology.

Nick Eatock

During his session, Nick Eatock unveiled Intelliflo's eAdviser Index and showcased how those advisers who best adopt the technology available to them are getting the highest rewards in terms of profit, efficiency and time. Nick also shared some exciting Intelligent Office developments.

Conference seminar keynote

Rob Walton & Charles Matthews

Intelliflo's COO, Rob Walton chatted with the number one ranked adviser on our eAdviser Index, Charles Matthews of Messer & Matthews. Rob and Charles talked through how the firm has easily and wholly embraced technology and the transformative effect it has had on Charles's business.

Chris Glazier

This session saw Chris Glazier of Trusted Financial Advice explain how his firm uses Intelligent Office and the Personal Finance Portal not only to satisfy regulatory obligations, but to future-proof his business. Chris explains how he uses the tools to better interact with his clients.

Kieran McGee & Neil Firth

This Intelliflo session focused on how financial advice firms can benefit from the new connectivity afforded by our open API and iO Store. Kieran and Neil demoed a paraplanning app which was developed by one Intelliflo client to improve their business processes in Intelligent Office.

Celebrity speaker & iO Awards

Sir Geoff Hurst

In this World Cup year, we were delighted to have Sir Geoff Hurst talk at our conferences about his experiences in football, playing at the highest level and some humorous insights into other members of that 1966 winning team.Sir Geoff also talked his career after football.

iO Awards - Manchester

We present our iO Awards annually to recognise those firms who have adopted technology and are getting the most out Intelligent Office.The awards are for our best newcomers, best users of the software and for the most engaged users of our iO Community.

iO Awards - London

Sponsor information

Brooks Macdonald - Platinum sponsor

Jason Wood, the new group chief operating officer at Brooks Macdonald explained why investing in your talent is as important as investing in your technology. Jason also provided a few insights into what's going on at Brooks Macdonald and the latest developments at the firm.

7IM - Verona Smith

With advice firms striving to increase efficiency in their processes, Verona Smith, head of platform at 7IM, showed how the use of integrated technology and investment solutions can achieve this, as well as increase the instances of client engagement for advice firms.

i4C - Jon Rolfe

In this session, Jon Rolfe, partner of Epoch Wealth and co-founder of i4C, explained why cashflow modelling software has to be both feature-rich and easy to use. Jon also looked at the way in which using the right cashflow modelling provider can fundamentally improve the advice process.

Wealth Wizards - Mike Webb

Mike Webb, business development director at Wealth Wizards, looked how the automation of fact-based sections of financial advice can add significant value to advisory firms. In automating these parts of the process, firms can save time and drive efficiency through their business.

Defaqto - Roger Perry

Roger Perry, head of intermediary sales at Defaqto, looked at the fragmented systems and services in the financial advice process and showed how Defaqto Engage can bring together a fragmented advice process for the benefit of the advice firm and the benefit of the client.

Distribution Technology - Ben Goss

Risk profiling has graduated from a box ticking exercise to the backbone of firms’ investment suitability process. In this session, Ben Goss, CEO of Distribution Technology, looked at a solution that offers a consistent risk definition for advice firms as they risk profile clients and leads.

Onvestor - Michael Basi

How do firms monetise their lower-value clients? During this session, Michael Basi, CEO of Onvestor outlined his firm's solution to this problem, by taking low net worth clients from advisers, keeping the commission in the adviser's hands, and nurturing them.

Other

Design and build your own app

Stuart Cullinan, head of architecture at Intelliflo, explained what an app is, what an app can do and how advice firms can use them. A high level overview, Stuart showed how an app can be built from scratch to integrate its functionality into Intelligent Office and the benefits this can bring.