Is your advice business operating as efficiently as it could?

With pressure to deliver affordable financial advice profitably, tackle rising costs and inject value into the advice process, more financial advice firms are looking at ways to automate.

But are you aware of which processes you can (and should) be automating and the results you can expect for your business? And is your adviser technology working hard enough to achieve this for you?

Join our expert panel for this free, live and interactive webinar to answer these questions and more.

Webinar learning outcomes

  • Understand which processes your advice business should be automating to save you the most time and money without affecting your client service.
  • Learn from our expert panel on how to get this in place for your business
  • Hear from adviser firm Canford & Castle Financial Planning on how they used their back-office technology to streamline their processes and increase their efficiency.
  • See live examples of automation in action as we take you through the client review process, revenue management, service personalisation and more! (with our Xplan software)
Register now


Matt Lonsdale

Head of Business Development

Colin Sloss

Senior Business Development Manager 

Fraser Kirkley

Independent Financial Advisor
Canford & Castle Financial Planning