"There has been a lot of talk about the threat from robo advice to advisers’ businesses. "
The workshops will also demonstrate how technology can be used to set up secure communications between customer, adviser, conveyancer and product provider to eliminate fraud.
The workshops will take place over six dates in January at venues across the country.
Neil Hoare, commercial director at HLP and MSN, said: “There has been a lot of talk about the threat from robo advice to advisers’ businesses. We believe that brokers should not be afraid, provided they embrace the IT and technology tools that already exist. Over the past few years HLP and MSN have invested heavily in IT and tech support, which provides service efficiencies, helps advisers to understand customers better and provides simple tools to ensure that regular contact is maintained.
“We know that customers prefer to talk to an adviser. Utilising the benefits that technology offers, allied to their lifetime skills of customer interaction, advisers can offer a far more potent service than robo advice an ever hope to do.”
Phil Bailey, sales and marketing director at Twenty7Tec, who is speaking at the workshops, commented: “I am looking forward to the events, which proved to be so popular last year. It is a brilliant opportunity for members and non members to hear about the latest tech innovations in the adviser space and how they can be used to increase business opportunities, retain customers and improve their service proposition.”
