Automating your advantage

Dynamic Planner is delighted to host an exciting event for financial advisers, exploring ways to enhance client outcomes in a data-driven world. Along with CPD hours, a VIP museum tour and penalty shootout challenge, this promises to be an engaging and insightful day.

Explore how data, governance and automation are reshaping financial advice. Through expert-led sessions, real-world insights and interactive discussions, we’ll examine the evolving regulatory landscape, the role of data in product governance, and the future impact of AI on advice and decision-making.

Set against the backdrop of the National Football Museum in Manchester, this informative day will showcase how firms can use automation and data-led strategies to inform day-to-day- operations, deliver better client outcomes and enhance compliance through greater oversight in an increasingly regulated environment.

Discussion topics

• The impact of AI on the regulatory landscape, decision making and compliance
• Using data to grow your business, improve your offering, expand your valuation, and save time
• How data is shaping product governance
• How data and oversight mix with AI and automation in advice

By registering for this event you agree to sharing your details with our Partners. At Dynamic Planner we carefully choose who we partner with to make sure event content we create for you is interesting and valuable.

FAQs

I have a question. How do I get in touch with you?

It’s easy. Email events@dynamicplanner.com or call us on 0333 6000 500 (Option 1).

Do I have to bring my printed ticket with me on the day?

No, you don’t. We’ll be on hand to register you when you arrive.

Can I update my registration information?

Yes, you can using Eventbrite.

Is it okay if the name registered for the event doesn't match the person who actually attends?

It isn’t unfortunately. You can only attend our events if you’ve confirmed registration beforehand in your name.

I'm not a financial adviser, paraplanner, or administrator. Can I still attend?

No, but we’re happy to discuss this with you if you’d like. In the first instance, please email us at events@dynamicplanner.com.