1ST - The Exchange has announced details of its adviser roadshow events, giving expert advice on how to get the most out of the Exweb portal and its integrated partner services.
The 'Supporting the Smart Adviser' roadshows will run throughout February and are open to all 26,000 users of the Exweb portal, as well as prospective users.
A number of key topics will be discussed including market dynamics and straight through processing, which will demonstrate how advisers can reduce errors and improve speed and efficiency within their business by re-keying less data. There will also be live demonstrations and training and announcements of new products.
"Our past roadshow events have all been very well received, and so we are delighted to announce another series," says David Child, managing director of 1st - The Exchange.
"In this difficult economic climate we want to give as much help as we can to advisers by helping them to reduce costs and increase efficiency by streamlining their back office processes, as well as ensuring that regulatory demands can be easily met.
"The adviser technology roadshows are an excellent opportunity for advisers to enhance their existing knowledge of the system and get to grips with all the latest developments with some hands on demonstrations and specialist advice."
To register a place, users can go on to the Exweb homepage (www.exchange.co.uk) for further details and to register online.
Alternatively, those without access to Exweb can e-mail [email protected] or call 0845 053 0490 for further information and registration.
To comment, contact Charlotte Banks on 0207 484 9943 or email: [email protected]
Joined as head of strategy, multi asset, in June
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