CTG2020
Welcome

Change the Game is going digital! We have had to reschedule, and then rethink the event, but we are excited about the new format and what it brings. At CTG Digital, you will get all the product enhancement news, Intelliflo and partner updates, as well as live keynote speakers. Although we may not be seeing you in person, we look forward to seeing you digitally.

CTG2020
This is for you

Whether you are an adviser, business owner, compliance officer, paraplanner or an administrator, there is something for everyone. During the day, you will gain practical guidance for your immediate challenges today, as well as insights into how to deliver a leaner and more efficient business in the future.

We bring together some of the greatest minds in the financial advice space to examine the state and future of our industry.

Our sponsors
key-stats-pattern
Key stats from 2019
Green Hexagon
1264
Delegates
Red Hexagon
91%
Rated agenda excellent or good
Purple Hexagon
980
Firms
Orange Hexagon
84%
Highly recommended CTG
Yellow Hexagon
3735
Cups of coffee drunk
CTG2020 session recordings
CTG2020 - Session Nick Eatock
Welcome to Change the Game

Nick walked through how our users responded to lockdown and how working remotely has affected businesses. He also looked at the digital solutions to Covid challenges and how tech adoption has had a positive result on firms. Intelliflo updates and Intelligent Office enhancements were also covered.

CTG2020 - Session Catherine Morgan
How to understand your clients emotional relationship with money

Catherine Morgan, founder of The Money Panel focused on how to understand a client’s intrinsic and extrinsic motivations with money and how to help clients feel safe and avoid catastrophic thinking. In addition, what questions you can ask to help clients facilitate positive change during times of uncertainty.

CTG2020 - Session Mark Polson
Everything changes but you

Mark Polson shared some recent research from the lang cat and looked at some of the big shifts we’ve seen in terms of how adviser businesses are piecing their world together over the last year. Covid-19 is part of that, but only part. He also looked forward to some of the innovations and changes that we might see over the next few years. In all of this, one constant is that the personal service advisers provide to your clients will always be in demand, though the way it’s delivered might change. It was highly unlikely, though not completely impossible, that any further Take That lyrics would feature.

CTG2020 - Panel Discussion
Panel discussion

'Financial advice in an age of disruption' featured Abbie Knight (Consultant, commentator and keynote speaker), Cathi Harrison (CEO, The Verve Group), Ian McKenna (Fintech founder, columnist & financial services futurist) and Mark Polson (Principal, the lang cat).

Conference speakers
Keynote speakers
Nick Eatock
CEO and executive chairman, Intelliflo
Nick founded Intelliflo in 2004, pioneering the use of web-based technology to support the end-to-end needs of financial advice businesses. Having worked for 30+ years in IT and 20+ years in financial services, Nick brings an extremely comprehensive blend of experience and knowledge to Intelliflo which has ensured that the business has remained at the forefront of technological and business innovation in the sector.
Abbie Knight
Consultant, commentator and keynote speaker
A proven consultant and Head of Digital with 20 years’ experience in wealth management spanning all aspects of marketing, digital, PR and communications. Abbie is commercially aware with extensive experience in M&A and business transformation, she brings a rare mix of strong technical capability and creative flair. In 2019, while working at Embark, Abbie was awarded Professional Adviser Magazine's FinTech Woman of the Year.
Catherine Morgan
Founder, The Money Panel
Catherine Morgan is a multi-award winning qualified financial planner and award-winning financial coach, on a mission to change the financial services industry to help educate in simple language with no financial jargon, and a focus on people not money. Recent winner of the December 2019 ‘Best New Business’ in National Business Women’s Award and featured as one of the top 30 female entrepreneurs to watch in Business Leader.
Cathi Harrison
Founder, The Verve Group
Cathi Harrison is the CEO of The Verve Group, a number of businesses that provide support services to financial planners around the UK. She founded the original business in the group, Para-Sols, and outsourced paraplanning firm, in 2009, followed by its sister company, Apricity, a compliance firm at the end of 2017. The third business in the group, The Art of Finance was launched in 2019, providing training courses for those looking for a career in finance. Cathi has been in financial services since leaving university and holds both the Chartered and Certified Financial Planner status as well as being a Fellow of the Personal Finance Society and formerly a Non-Executive Director of the PFS.Cathi splits her time across the various businesses - supporting her team and clients on a daily basis, managing the strategy and focussing the growth for The Verve Group. She also has a passion for championing female leadership, as well as the development of a more diverse and vibrant financial services. Outside of work, she loves nothing more than adventuring with her little boy, and dreaming up new business ideas.
Ian McKenna
Fintech founder, columnist & financial services futurist
Ian McKenna founded Finance Technology Research Centre (FTRC) in 1995 nearly two decades before "FinTech" became part of the industry lexicon. The firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. He has been the technology columnist for Money Marketing since 1997 and Corporate Adviser since 2007.Over the last 8 years (at least pre COVID) he has focused on the evolution of technology typically spending one week a month in other countries, especially the US, understanding the advances being achieved in Digital Financial Advice around the world. FTRC produces a rolling analysis of the UK advice software market ‘Adviser Software Insights’, together with a sister website AdviserSoftware.com.
Mark Polson
Founder, the lang cat
Mark Polson is founder of the lang cat, Leith’s leading independent platform, pensions and investment consultancy, probably. The lang cat works with advisers, asset managers and providers, helping them develop better stuff and talk about it in a better way. Bit by bit, it aims to make the industry just a little bit less corporate and stuffy and more human. Mark is a prolific writer, contributor to the trade press and public speaker, even when people ask him not to be. He spends too much time going to gigs aimed at people considerably younger and more tattooed than him.
On demand speakers
Ben Gutteridge
Director of Model Portfolio Services, Invesco
Gary Savory
Senior consultant, Dynamic Planner
Karim Rashwan
Managing director, AdvisorStream
Paul Hogg
Sales manager, FE Analytics
Rebecca McMurry
Director enterprise accounts, AdvisorStream
Rob Tedder
Knowledge & success manager, i4C
Sarah Challenor
Director, Adviser Outsourcing Ltd
What our delegates say...
On demand videos

The following webinars brought to you by Intelliflo and our conference sponsors
will be available from 4 November to view in your own time.

Client engagement
Customer engagement
  • Data quality


    Focus on the key areas to get your data clean with tips on keeping it that way.

  • Mortgage advice flow


    Learn the benefits, time and costs savings to be made with the mortgage advice journey.

  • Paraplanning excellence


    Look at what Paraplanners have been taking from their 'technology first aid kits'.

  • Unleash the power of cashflow


    Rob Tedder, i4C

    Rob will demonstrate how adoption of cashflow and great integrations can allow you to concentrate on taking on new clients, develop existing relationships and increase revenue.

  • Supercharge your marketing


    Rebecca McMurry & Karim Rashwan, AdvisorStream

    Is driving growth & client retention a focus for your adviser firm in 2021? Join AdvisorStream for a practical guide on how to use digital content marketing to drive appointments and increase your AUM.

Shaping your business
Shaping your business
  • Income


    Let the technology do the heavy lifting and find out how you can take hours off your RMAR reporting.

  • Personal Finance Portal


    How advice firms can get ready to use PFP, some practical tips and outline the guidance and support available to you.

  • iMPS


    How the integrated Model Portfolio Service is delivering stellar results to a number of firms who have moved some segments of their client bank onto this proposition.

  • Invesco Model Portfolio Service – 1 year on


    Ben Gutteridge, Invesco

    Ben reflects on the Invesco Model Portfolio Service’s first year, covering performance and service levels, as well as the core philosophy and approach. Our key objective, however, is to highlight why the proposition aligns so beautifully to those offering an advisory service.

  • MI reporting


    Insight into some of the more complex reports and how to manipulate them to give you a 360 view of your business.

  • Understanding and preparing your client data for sale


    Sarah Challenor, Adviser Outsourcing

    Hear some of the common types of data requested when due diligence is being performed and how to prepare/update and maintain your data which can come from multiple reports.

Business efficiencies
Business efficiencies
  • Valuations


    All you need to know when it comes to setting up valuations and the benefits of doing so.

  • Basic Document Designer


    How Document Designer can revolutionise generating simple letters, reports and other client correspondence.

  • Advanced Doc Designer


    For those that have mastered basic Document Designer and want to further increase productivity and professionalism with their documentation.

  • Advice flow


    How to get the advice journey working for you, why you should be following this path and the benefits it provides to adviser firms.

  • Avoid miscalibration and use one single definition of risk in your planning process


    Gary Savory, Dynamic Planner

    Watch the Dynamic Planner webinar to see new and exciting announcements from Dynamic Planner.

Open architecture
open-architecture
  • Tasks and workflows


    What they are and when, where and how you should use them.

  • What is the iO Store?


    We'll look at the types of the apps in the store, how you access them and give an example of what the integrations look like.

  • Open Banking


    Open Banking enables advisory firms to provide their clients with a holistic view of their entire financial portfolio in one secure place. Our PFP and Open Banking product manager showcases both new and existing capabilities.

  • New user interface for Intelligent Office


    This session will show the new user interface which will improve usability with better navigation, clearer search options in a consistent, modern design.

  • Supporting Centralised Investment Propositions


    Paul Hogg, FE Analytics

    In this webinar, we look at the integration between Intelligent Office and the award-winning FE Analytics. We will look at some of the reporting, analysis and comparison functions within FE Analytics and how they can support Financial Advisers' Centralised Investment Propositions.