Change the Game opens its doors to over 1,200 delegates keen to educate and inspire themselves and make a difference to the way they work. Taking place in London and Manchester this event hosts a rich programme of industry leading keynotes, speaking sessions, workshops and snappy presentations exploring the most topical subjects shaping the future of financial advice. The unique buzz of the exhibition area offers our partners outstanding opportunities to network with delegates and showcase best of breed expertise.
Why sponsor?
Only at Change the Game can you:
Be part of the largest fintech event in the UK
Meet with 1,200 forward thinking delegates
Maximise your brand exposure
Get face-to-face with owners and senior partners
Align your firm with top tier thought leadership
Share your expertise and products
Our sponsors
Key stats from 2019
1264
delegates
61%
increase in attendee numbers
50%
said main reason to attend to network with providers
65
Sponsor NPS score
90%
sponsors returned
Conference agenda
Key
Main auditorium
Breakout 1
Breakout 2
Breakout 3
Breakout 4
Demo Zone
8:30 - 9:15
Conference opens & refreshments
9:15 - 10:30
Keynote session
Guest speaker, Nick Eatock & the Intelligent Office awards
10:30 - 10:50
Morning break
Refreshments and exhibition time
10:50 - 11:20
Quick wins with valuations
This session will tell you all you need to know when it comes to setting up valuations and the benefits of doing so. Follow the few quick steps outlined in the session and watch your eAdviser score head in the right direction.
Getting ready for PFP
An overview of how the client portal can help your business, the client benefits as well as the business benefits. The session will move onto what advice firms need to do to get ready to use PFP, some practical tips and outline the guidance and support available to help firms at every step of the way.
Taking your business to the next level
It's becoming increasing difficult to offer a decent cost-effectively service proposition without outsourcing large parts of the advice process to third parties, realistically diluting the client relationship. This session will show 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.
Advanced Document Designer - variables
This session is for those that have mastered basic Document Designer and want to further increase productivity and professionalism with their business documentation. We'll show you how to produce more complex documents such as suitability and portfolio reports and share our cheat sheet of coding.
10 minute technology demos
Details to follow...
11.30 - 11.45
Partner session
Details to follow...
Partner session
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Partner session
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Partner session
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10 minute technology demos
Details to follow...
11:55 - 12:25
Getting to grips with income
Tired of manually going over bank statements trying to match the fees to client plans and advisers? This session will show you how to let technology do the heavy lifting. The session will also look at how this functionality can take hours off your RMAR reporting.
What is the iO Store™?
Details to follow...
How profitable are you really?
What is your cost to serve and how should firms charge for their services? This session will highlight the four main elements you need to consider and the importance of getting this right. If you don't, then the road ahead could be a rocky one.
Intelligent Office roadmap
Details to follow...
10 minute technology demo
Details to follow...
12:25 - 13:15
Lunch
Lunch and time to visit our exhibitors
13:15 - 13:45
How to get that repeatable, robust process into your business
This session will look at tasks and workflows - what they are and when, where and how you should use them. This session will demonstrate how these elements work across all businesses and processes, make you more time-efficient while ensuring a better service to your clients.
Best practice mortgage advice flow
What your paperless mortgage process should look like. We'll take you through the whole process and show you the benefits, time and costs savings to be made along the whole journey, from setting up a client record to quote sourcing, recommendations and submitting to the provider.
Time/cost efficiencies - the art of the possible
The advice flow - how to get the advice journey working for you. Including why you should be following this path and the benefits it provides to adviser firms - from simple benefits such as no more rekeying to richer MI reporting.
What's new on the developer platform
Details to follow...
10 minute technology demos
Details to follow...
13:55 - 14:05
Partner session
Details to follow...
Partner session
Details to follow...
Partner session
Details to follow...
Partner session
Details to follow...
10 minute technology demos
Details to follow...
14:15 - 14:45
Getting the most out of your data
Details to follow...
Basic Document Designer
This session is for anyone who puts together simple letters, reports and other client correspondence. We will show you how our Document Designer plugin will revolutionise this part of your business, save you significant amounts of time and ensure accuracy in all client correspondence - a key requirement of the regulator.
Expand your MI reporting
Data is incredibly important to any business. However, the key is knowing what data to look at and how to analyse it. This session will show you some of the more complex reports and how to manipulate them to give you a 360 view of your business.
Confx - what is it and how it works
Details to follow...
10 minute technology demos
Details to follow...
14.45 - 15.00
Afternoon break
Refreshments and exhibition time
15:00 - 16:00
Keynote session
Compliance panel & guest speaker, Andrew Neil
16:00 - 17:00
Networking and drinks
Drinks on the Intelliflo stand
Agenda is subject to change...
What our delegates say...
Very enjoyable and beneficial day. Really enjoyed being able to meet the team and discuss work issues. Would definitely recommend to my colleagues.
I found the conference really useful and I enjoyed it. The exhibitors were all relevant and good to talk to too. I would definitely return next year.
Great day and this is the third I have been to now and was the best one yet. Had ample opportunities to sit with Intelliflo staff and chat through options and improvements we can make to Intelligent Office.
This is the fourth Intelliflo conference that I have attended and they get better every year - not to be missed.
