Digital Technology Workshops

Whether or not you’re already joining us for our upcoming round of Specialist Development Workshops: Cascading Wealth Down The Generations, you’re also invited to book your place at a separate Digital Technology Workshop, which will be hosted in the afternoon of some of these sessions.

Join Bankhall, Aviva, Intelliflo and IRESS at a Digital Technology Workshop near you

In light of recent changes and requirements introduced by MiFID II and GDPR, it is vital that advisory businesses understand how they can best use available technology to:

  • Deliver best customer outcomes
  • Ensure they have efficient, robust and repeatable processes
  • Comply with regulatory requirements and build long term value

To help you take control of technology in your firm, Bankhall is delighted to announce a round of Digital Technology Workshops, co-hosted by Aviva, IRESS and Intelliflo.

If your business is looking to sense-check your existing approach to technology, or if you need advice in adopting supporting technology for the first time, then spare a couple of hours to join us at our upcoming round of Digital Technology Workshops.

Digital Advances

Presented by Aviva

Aviva understands that not all of us gravitate naturally towards technology, so they will set the scene for our session.

They will share with you the statistics that clearly indicate that most of us only utilise a fraction of the capability available from the technology we invest in, which by default is wasted, if not lost revenue.

They will also highlight some of the help available to you including how they can support your business in-line with MiFID II.

Back To The Future Of Financial Advice

Presented by Intelliflo

Intelliflo will discuss how digital servicing and advice are driving up customer engagement and driving down costs for financial advisers across the UK.

They will share data on the effectiveness of a coordinated digital strategy, and how being an eAdviser results in higher AUM, more high-value clients and where required, more clients in general.

With changes demanded by MiFID II and GDPR in 2018 and beyond, they will demonstrate how adopting client portals can help deliver a robust and compliant servicing strategy, and ultimately add value to your business.

The Importance Of The Technology Audit

Presented by IRESS

How robust is your tech audit? IRESS will ask you to question this, as well as whether or not you really understand the interaction and integration of the myriad of systems that are essential to create an efficient, safe and valuable business.

They will share some practical approaches to auditing your technology estate, and share the results of their own industry benchmarking. The offer of a detailed technology audit will be made to any businesses attending the session.

Book your place

Click here​ to book your free place to discuss how technology can be used to increase efficiency in your firm, to understand the importance of a technology audit, and learn where technology fits in your interaction with clients. Plus, earn up to 1 hour and 50 minutes’ CPD.


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