threesixty Tech Events - Edinburgh
Join us at the 3rd series of threesixty Technology Events across the UK in June & July 2020 designed specifically to address the challenges faced by financial advisers, wealth managers and DFMs. Discover how a new breed of technology suppliers are reinventing traditional advice processes. Learn how these companies are providing an innovative approach to specific challenges when delivering advice.
moneyinfo are pleased to be sponsoring the events alongside:
- FE fundinfo
- IRESS
- PLOTT Creative
- Intelliflo
- CleverAdviser
- i4C
- AdvisorStream
- Time for Advice
- Unipass Mailock
- SPRINT Technology
- moneyinfo
- FinalytIQ
*NOTE if you are a threesixty Services member please register
The technology emporiums will cover the following topics:
- Client acquisition & digital marketing
- Client onboarding
- Workflow management
- Cashflow modelling
- Portfolio reporting & account aggregation
- Secure communications
- Mobile strategy
- Back Office Tech
- Document Sharing
- Digital Marketing
Event locations:
- Edinburgh 09-Jun
- Bristol 18-Jun
- Wetherby 24-Jun
- Manchester 25-Jun
- London 02-Jul
- Bromsgrove 07-Jul
Agenda times
Provisional timing - 9 SPONSORS
09:15 - 09:30. Registration
09:30 - 09:40. Introduction from threesixty
Thinking about advice differently
09:40 - 10:00. Session 1. FE fundinfo / IRESS/ SPRINT
10:00 - 10:20. Session 2. PLOTT / FinalytIQ
10:20 - 10:40. Session 3. Unipass Mailock
10:40 - 11:00. Session 4. Intelliflo
11:00 - 11:20 Session 5 CleverAdviser
11:20 - 11:40. COFFEE BREAK
11:40 - 12:00 Session 6 i4C
12:00 - 12:20 Session 7 AdvisorStream
12:20 - 12:40 Session 8 Time for Advice
12:40 - 13:00 Session 9 moneyinfo
13:00 - 14:00 LUNCH AND NETWORKING
Tech Roundtables
14:00 - 14:20. DEMO SLOT 1 - all sponsors get a table
14:20 - 14:40 DEMO SLOT 2 - all sponsors get a table
14:40 - 15:00 DEMO SLOT 3 - all sponsors get a table
15:00 - 15:20 DEMO SLOT 4 - all sponsors get a table
15:20 - 15:30 SUMMARY AND CLOSE
FAQs
How can I contact the organiser with any questions?
Please contact Marketing & Events Manager Oliver Jenkins with any queries: