threesixty Tech Events - London

AVIVA
St Helen's 1
London
England
EC3P 3DQ
Thu,Jul02,2020,9:30AM
Thu,Jul02,2020,4:15PM
Description



Join us at our flagship London event at the Aviva offices, with sessions being presented on the largest curved LED screen in Europe! 

The London event forms part of the 3rd series of threesixty Technology Events across the UK in June & July 2020

These tech days are designed specifically to address the challenges faced by financial advisers, wealth managers and DFMs. 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.

Format for the day will start with 9x short tech demos before lunch, followed by an opportunity to 'get under the bonnet' of the tech during 4x speed-networking style roundtable sessions.

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 Panel Sessions

14:00 - 14:15        Aviva speaker slot

14:15 - 14:45        tech panel session 1

14:45 - 15:30        Guest Speaker

15:30 - 16:00.       tech panel session 2

16:00 - 16:15        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.