threesixty Services - Technology Emporium - LEEDS

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Location

Thorpe Park Hotel & Spa

1150 Century Way

Thorpe Park

Leeds

LS15 8ZB

United Kingdom

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Event description

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ThreeSixty Services is organising a series of Technology Emporium events across the UK this Spring. moneyinfo are pleased to be sponsoring the events alongside:

*NOTE these events are open to non-members for registration too.

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. 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

Event locations:

  • 5th June - HERTS
  • 6th June - FARNHAM
  • 13th June - LEEDS
  • 18th June - EDINBURGH


Agenda event:

09:15 – 09:45 ARRIVALS

09:45 – 10:00 INTRODUCTION FROM THREESIXTY

10:00 – 10:40 (TIME4ADVICE) Real CRM for Financial Planning Businesses

10:40 – 11:20 (i4C SOFTWARE) Cashflow Planning Software

11:20 – 11:40 COFFEE & NETWORKING

11:40 – 12:10 GUEST SPEAKER – (ABBIE KNIGHT) Group Head of Digital at Embark.

12:10 – 12:50 (MONEYINFO) Client Portals and Mobile Apps

12:50 – 13:50 LUNCH & NETWORKING

13:50 – 14:30 (SPRINT TECHNOLOGY) – Portfolio Build, Review, Reporting and Scheduling

14:30 – 15:10 (CLEVER ADVISER) – Welcome to the new world of Intelligent Investing

15:10 – 15:30 CLOSE FROM THREESIXTY




09:15 – 09:45 – ARRIVALS


09:45 – 10:00 – INTRODUCTION FROM TONY BRAY @ THREESIXTY


10:00 – 10:40 – SESSION 1 OPTION 1 (LONDON, BRISTOL, BROMSGROVE) (PLOTT CREATIVE) Branding, Marketing & Websites for Financial Advisers

About PLOTT Creative

Looking for big agency expertise and thinking, crossed with boutique agency commitment, value for money and senior involvement? Welcome to PLOTT Creative.

At PLOTT we love working with progressive financial and professional services firms. Whether it’s a style refresh to reflect new leadership, a dynamic start-up, or building brand value for exit planning, We bring experience and energy to every challenge.

Session title

Let us help tell your story and bring your brand to life.

10:00 – 10:40 – SESSION 1 OPTION 2 (MANCHESTER, NEWMARKET) (CLEVER ADVISER) Welcome to the new world of Intelligent Investing

About Clever

Clever is the next generation of investment solutions driven by Clever technology with highly-sophisticated software system that uses proprietary data and complex computer algorithms to select and monitor funds – The Clever Engine. The Clever Engine analyses millions of pieces of fund data every month, removing the possibility of herd mentality from distorting the decision-making process, resulting in more rational and efficient investment outcomes. Every month, the engine reviews all UK based funds across all sectors, then either identifies a switch to a better performing fund or confirms no action is required. Our technology is continually evolving in order to deliver consistent investment returns for clients, whilst de-risking adviser businesses. Welcome to the world of intelligent investing.

Session title

INVESTORS BEHAVING BADLY

Description

From overconfidence to overtrading, from herd mentality to acting like lemmings, from confusing luck with judgement, human errors may seem inevitable but translating these into inevitable gains or losses for particular investment funds is a challenge for investors and planners alike.

This brief introduction to the fascinating field of behavioural finance will highlight a range of successful and practical strategies that investors and their planners can use to profit from the anomalies thus created in the markets.


10:40 – 11:20 – SESSION 2 (i4C SOFTWARE) Cashflow Planning Software

About i4C

The i4C team provide financial planners with applications that drive profitable relationships with more clients. Firms who have put i4C’s cashflow modelling application central to their advice processes have seen growth in fees per head, clients and referrals.

i4C is a single unified application that can used by all planners, for all of their clients. As well as being highly intuitive and having a visually stunning interface, i4C is feature rich and easy to use.

Session title

Really drive business success and demonstrate real client value through cashflow modelling


11:20 – 11:40 – COFFEE & NETWORKING


11:40 – 12:10 – GUEST SPEAKER – (ABBIE KNIGHT) Group Head of Digital at Embark.

Abbie Knight, Group Head of Digital at Embark

Abbie is incredibly passionate about helping financial advisers to transform and grow their businesses through strategic, targeted marketing initiatives and the deployment of digital solutions. She draws on almost two decades’ financial services experience in the UK, US and Australia.

Abbie lectured in Marketing and eBusiness at the University of Technology Sydney (UTS), while working at AMP and Henderson Global Investors in Australia. In the UK, she has supported large and small financial planning firms, whilst consulting to companies such as Invesco, SEI and JPMorgan. Today she heads up the digital strategy at Embark and regularly presents on business transformation, value proposition development, marketing, social media and all things digital.

Session title

Does the rise of digital signal the end of financial advice as we know it?

At the event Abbie will share insight into how some financial advisers are harnessing digital, using examples, and evaluates the evolution of adviser business models in response to emerging trends. She’ll shine a light on digital disruptors to keep your eye on and explain why Blockchain is way more than cryptocurrency - and why you should care.


12:10 – 12:50 – SESSION 3 (MONEYINFO) Client Portals and Mobile Apps

About moneyinfo

moneyinfo brings a client’s entire financial life including all the associated documentation together with a single login, available on any device, regardless of the multiple investment platforms or back office systems being used by the adviser. Our software is designed to help wealth managers address the challenges of the 21st century with their own branded client portal and mobile app.

Session title

Putting your brand in your clients’ pocket TBC

12:50 – 13:50 – LUNCH & NETWORKING


13:50 – 14:30 – SESSION 4 (TIME4ADVICE) Real CRM for Financial Planning Businesses

About T4A

CURO is a next-generation CRM technology designed to help financial planners transform their business efficiency.

Session title

Escape from Excel hell!

Description

We’ll show you how through effective management and deployment of your data in one dynamic system, you can leverage technology and automation to increase your operational efficiency, reduce compliance risk and increase profits, not currently possible in legacy back-office systems. We’ll also demonstrate how it can provide you with valuable insights to your business to ensure you always have full view of the key drivers and issues that will help your business grow.


14:30 – 15:10 – SESSION 5 (ADVICEFRONT) – Onboarding Software for Financial Advisers

About Advicefront

Advicefront develops digital systems that let financial planners get rid of paperwork and re-keying information, helping them achieve their clients’ goals more efficiently. Our tools adapt to your firm’s entire advice process, not the other way around, providing actionable tasks that are executed collaboratively, between the adviser and the client. Our aim is to give financial advice firms more time to better engage with their clients.

Session title TBC


15:10 – 15:30 - CLOSE FROM TONY @ THREESIXTY


Book your place today and get your business up to speed.

Date and Time

Location

Thorpe Park Hotel & Spa

1150 Century Way

Thorpe Park

Leeds

LS15 8ZB

United Kingdom

View Map

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