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.
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.
The following webinars brought to you by Intelliflo and our conference sponsors
will be available from 4 November to view in your own time.
Focus on the key areas to get your data clean with tips on keeping it that way.
Learn the benefits, time and costs savings to be made with the mortgage advice journey.
Look at what Paraplanners have been taking from their 'technology first aid kits'.
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.
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.
Let the technology do the heavy lifting and find out how you can take hours off your RMAR reporting.
How advice firms can get ready to use PFP, some practical tips and outline the guidance and support available to you.
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.
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.
Insight into some of the more complex reports and how to manipulate them to give you a 360 view of your business.
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.
All you need to know when it comes to setting up valuations and the benefits of doing so.
How Document Designer can revolutionise generating simple letters, reports and other client correspondence.
For those that have mastered basic Document Designer and want to further increase productivity and professionalism with their documentation.
How to get the advice journey working for you, why you should be following this path and the benefits it provides to adviser firms.
Gary Savory, Dynamic Planner
Watch the Dynamic Planner webinar to see new and exciting announcements from Dynamic Planner.
What they are and when, where and how you should use them.
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 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.
This session will show the new user interface which will improve usability with better navigation, clearer search options in a consistent, modern design.
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.