March 3, 2016
On Thursday, April 7th, Advicent will be hosting its third Advicent Innovation Summit, focusing on maintaining relevancy in the digital age, while providing financial industry professionals with the knowledge and tools to stay ahead of the competition. The summit will take place from 8:00 AM to 2:30 PM at the ME Hotel in London (with an optional breakfast at 7:30 AM).
Advicent will also be hosting a pre-event cocktail party on Friday, April 6th from 5:00 PM to 8:00 PM at The Dirty Martini in Covent Garden where attendees will be able to network in a casual setting prior to the Summit. Industry professionals can register for the Innovation Summit and cocktail party here.
Pension freedom has brought new challenges to the world of client retention. Educating your client base on their options, offering guidance in financial decisions or maybe even offering digital advice to guide the client through the vast amount of options available is challenging all areas of your business. This day is about challenging clients to co-create and about grasping the opportunities the latest innovations have to offer without losing sight of the legal implications and additional expertise needed in your organization. The event will offer insights from around the globe to equip advisors with the knowledge to successfully face any challenge ahead.
Attendees will discover:
The summit will feature speakers such as:
Clients want convenience and collaboration, and they want access to it 24/7. Advicent will be launching a new set of tools in its Narrator™ product including a client portal, account aggregation, Personal Financial Management (PFM), business intelligence, a plethora of powerful financial tools, and most importantly, a state-of-the-art user interface for both the advisor and consumer. These tools will allow advisors to remain ahead of this cultural change, while continually growing their client-base.
Owners, leaders, influencers and digital strategists of financial organizations are invited to attend the Innovation Summit, especially those who oversee the strategic direction of planning and growth for their firm, are responsible for leveraging technology to deliver a unique client experience, and are expected to stay ahead of financial planning and technology trends. This summit has no registration fee, and will allow industry experts to gain more insight about the pension reform and discuss tools and strategies to educate and guide clients through otherwise confusing financial decisions.
Stay in touch with Advicent and receive live updates during the Innovation Summit by following us on Twitter @AdvicentFP and #AIS2016LND.
To learn more about the Advicent Innovation Summit London 2016, or to learn more about Advicent Solutions financial planning and marketing communications solutions, please contact marketing@advicentsolutions.com.
About Advicent
Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. The Advicent Solutions product suite includes the NaviPlan®, Profiles™ and Figlo® financial planning tools, the Advisor Briefcase® marketing tool and the Narrator® application builder. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal. To learn more, visit www.advicentsolutions.com/uk/ or email marketing@advicentsolutions.com.