AdviceTech is constantly changing; to stay ahead of the competition, advisers need to implement modern technology solutions that help them stay compliant, create efficiency and deliver value to their customers.
In this session we’ll look at new ways that advice practices can use technology to grow their practice, including:
- The latest developments in financial planning software.
- Keeping up with customer expectations.
- Improving your customer’s experience throughout the advice life cycle.
- Digital solutions to grow your practice.
ASIC Competency: Generic Knowledge FASEA Category: Client Care & Practice 0.17 AFPA1CP2021066
ASIC Knowledge Requirements: 0.25 Generic Knowledge (0.25 hour) FPA CPD AREAS: Client care and practice (0.25 hour)