This presentation adds a new dimension to the role of AdviceTech by looking at the human-side of technology through the lens of staff. With the fight for talent in the industry being a focus for many businesses, this session uncovers the opportunities and challenges of remote working and what staff expect from technology and management.

The presentation will also investigate the client experience and eight important customer tech trends that matter to advice firms, helping advisers understand the role of hybrid client communications, the shift to self-service digital tools, how to unlock opportunities with data, and discover the importance of data visualisation in client education.

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