threesixty Tech Events - Edinburgh

threesixty Tech Events - Edinburgh
Image from eventbrite.com
Tue 9 June 2020
Tuesday 9 June 2020
9:30 AM - 3:30 PM
Ended

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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 DFMsDiscover 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 here. Non-members can register using the normal Eventbrite links.


 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: oliver.jenkins@moneyinfo.com or telephone 03303 600300.

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