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
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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
Conference agenda
Day 1
10:00
Welcome
Welcome to CTG2020!
10:15
Address from CEO and executive chairman, Nick Eatock
Nick will be walking through how our users responded to lockdown and how working remotely has affected businesses. He will also look at the digital solutions to Covid challenges and how adoption has had a positive result on firms. Intelliflo updates and Intelligent Office enhancements will also be covered.
Nick Eatock
CEO and executive chairman, Intelliflo
10:45
Q&A with Nick
Customer question and answer session with Nick.
Nick Eatock
Founder, Intelliflo
11:00
Short break
Quick refreshment break
11:15
How to understand your clients emotional relationship with money - Catherine Morgan
This session will leave you understanding a client’s intrinsic and extrinsic motivations with money and how to help clients feel safe and avoid catastrophic thinking. Takeaways from this session will also cover what questions you can ask to help clients facilitate positive change during times of uncertainty.
Catherine Morgan
The Money Panel
11:45
Q&A with Catherine Morgan
Customer question and answer session with Catherine.
Catherine Morgan
The Money Panel
12:00
Closing comments
Final thoughts for day 1
Day 2
10:00
Welcome
A warm welcome to day 2 of CTG2020
10:15
Everything Changes But You - Mark Polson
In this session Mark will share some recent research from the lang cat and look 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. And he’ll look 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. So he’ll cover that too. It is highly unlikely, though not completely impossible, that any further Take That lyrics will feature.
Mark Polson
Principal, the lang cat
10:45
Q&A with Mark Polson
Customer question and answer session with Mark.
Mark Polson
Principal, the lang cat
11:00
Short break
Quick refreshment break
11:15
Panel discussion
Financial advice in an age of disruption
Abbie Knight
Consultant, commentator and keynote speaker
Cathi Harrison
CEO, The Verve Group
Ian McKenna
Fintech founder, columnist & financial services futurist
Mark Polson
Principal, the lang cat
11:45
Q&A with the panel
Ask the panel anything
Abbie Knight
Consultant, commentator and keynote speaker
Cathi Harrison
CEO, The Verve Group
Ian McKenna
Fintech founder, columnist & financial services futurist
Mark Polson
Principal, the lang cat
12:00
Closing comments
Final thoughts for day 2
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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.
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
Sarah Challenor
Director, Adviser Outsourcing Ltd
Rob Tedder
Knowledge & success manager, i4C
What our delegates say...
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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.

Customer engagement
Customer engagement
  • Data


    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.

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.

  • 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


    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.

  • 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.

  • Advanced Doc Designer


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

Open architecture
open-architecture
  • Tasks and workflows


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

  • What is 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.

  • The developer hub


    For developers and those more technically minded who have an interest and understanding of APIs and what they can do.

  • iO Store app build


    More details to follow soon...