DATA AND OPERATIONS— The Future of IFA Office systems
By Charlie Palmer
Online event
Overview
Join IFAC and BAT for a one-hour Teams session exploring how data, technology, and AI are transforming operations in the IFA-backoffice
With IFAC and BAT
Suitable for: Directors and senior managers of IFA and MGI firms
What You’ll Learn:
- 2026 data requirements for modern back office process. (IFAC)
- New CRM minimum requirements for multi-adviser practices. (IFAC)
- Clean data threshold - FCA 2026 expectations and judgements (IFAC)
- Dashboards to bring SMF and RIs together. (BAT)
- AI systems improve workflows - advice case procedure. (BAT)
- How FCA is pushing file checks to100% with modern tech (BAT)
Free to attend for financial advisers interested in modern adviser offices.
Learning Objective:
Understand how new requirements with AI make adviser offices simpler, but also pushes standards up
Part of the BAT working lunch 2026 series
Category: Business, Finance
Good to know
Highlights
- 1 hour
- Online
Location
Online event
Organised by
Charlie Palmer
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