Technology Emporium

18 June @ 12:00 pm - 5:30 pm, Aegon Offices, 1 Lochside Cres, Edinburgh, EH12 9SE

Attend the ThreeSixty Services‘ event to discover how a new breed of technology suppliers are reinventing traditional advice processes and learn how these companies are providing an innovative approach to specific challenges when delivering advice.

The technology emporium will cover the following topics:

  • Client acquisition & digital marketing
  • Client onboarding
  • Workflow management
  • Cashflow modelling
  • Portfolio reporting & account aggregation
  • Secure communications
  • Mobile strategy

Agenda:

  • 12:00 – 12:50 Lunch and Networking
  • 12:50 – 13:00 Introduction to the Tech event
  • 13:00 – 13:40 Plott Creative
  • 13:40 – 14:20 Time4Advice
  • 14:20 – 14:40 Coffee Break
  • 14:40 – 15:20 Abbie Knight
  • 15:20 – 16:00 Moneyinfo
  • 16:00 – 16:10 Coffee break
  • 16:10 – 16:50 Aegon (Ronnie Taylor)
  • 16:50 – 17:30 Sprint Technology
  • 17:30 Close

Please click here for more info.

Tickets are limited, so book your place today to avoid disappointment.

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