Nick Eatock

Offering regulated firms a controlled space to trial advanced technologies

Generated more revenue and serviced more clients

Bridging the advice gap(s)

AI has already taken root in many of our daily lives

Improving digitalisation, integrating AI and compliance

'Done properly, cashflow modelling is particularly useful for retirement planning'

All the parts of the chain must work together seamlessly

'AI technology will become far more prevalent'

Intelliflo, PortfolioMetrix, and First Wealth included as sponsors

Use of tech to enhance advice process will increase