The Modern Advisor Workshop
ByYAVIA
Catalyst – The Innovation Centre BelfastBelfast, Northern Ireland
Wednesday 3 June • 10 AM - 2 PM
Overview
Digital engagement, protection journeys and operational efficiency strategies for modern mortgage and protection firms.
Welcome to The Modern Advisor Workshop hosted by YAVIA
Beyond the transaction
Join advisors across Northern Ireland at our YAVIA base in Catalyst, Belfast for an inperson workshop focused on the future of the modern customer journey.
With sessions including real life examples from Marney Magee, explore how leading firms are growing their business by improving customer engagement, creating more connected protection journeys and reducing operational friction across the advice journey.
Good to know
Highlights
- 4 hours
- In-person
- Free parking
- Doors at 9:30 AM
Location
Catalyst – The Innovation Centre Belfast
Queens Road
Belfast BT3 9DT
How do you want to get there?
Agenda
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Arrival, coffee and Networking
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Opening Session - Customer Expectation
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Featured Case Study with Marney Magee
Organised by