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Prudential to run webinars on using adviser back-office and software tools – with structured CPD

11 July 2019

Series of webinars during Fintech Week (Tues 16 – Thurs 18 July) from Prudential with advice focussed back-office and software providers. Free to join, with structured CPD.

Technology is changing the way financial adviser firms work and it’s also changing what clients expect from their advice firms. Prudential has teamed up with providers that have been at the forefront of innovation for years and already form part of many successful advice processes, to offer a number of webinar sessions.

The purpose of the sessions is to demonstrate some of the technology available and how the tools could increase clients’ engagement and trust by helping to achieve their goals. Sessions are running on the 16th, 17th and 18th July.

Prudential’s Business Development Manager, Colin Simmons will be joined on each session by experts from the following:

  • Intelliflo
  • CashCalc
  • O&M solutions
  • Voyant
  • Origo

The webinars offer 60 minutes structured CPD for each session.

For more information and to register for your chosen session(s) click here.

Professional Paraplanner