i4C wins award at the 2018 CISI Financial Planning Conference

12 October 2018

i4C wins award at the 2018 CISI Financial Planning Conference

(3rd October 2018) i4C, a feature rich but easy-to-use cashflow modelling application for financial planners, picked up an award at this year’s Chartered Institute for Securities & Investment (CISI) Financial Planning Conference.

The i4C team were awarded the prize of having the ‘Exhibition Stand with Most Educational Value’, which recognised the fintech’s knowledge and expertise in how cashflow modelling can be used to enhance planner-client relationships.

The award also reflected the quality of educational support available from the team at the conference, with delegates able to take advantage of the continual stream of software demonstrations at the i4C stand across the two days.

Mark Harman, CEO of i4C said: “This award is testament to the great work that the team are doing and the expertise that we have available in-house to support our customers. This recognition from CISI shows that i4C is a growing force in the financial planning industry.

“It’s clear from the feedback we’ve received during the conference that there is a desire for an intuitive cashflow modelling application which can be used by all planners for all clients. We’re pleased to be able to offer insight to financial planners looking for new and innovative ways to engage with their client base.”

Ahead of this year’s national Financial Planning Week (3rd-10th October 2018), the awards recognised the outstanding achievement of individuals and firms across the UK’s financial planning profession.

Held in Birmingham, the 2018 CISI Financial Planning Conference attracted over 300 delegates for two days of discussion, including speakers from across the industry. This year, the conference included workshops on how financial planners can use technology effectively within their advice processes to improve levels of client engagement.

For more information on i4C, please visit www.i4csoftware.co.uk

This award has been covered by Financial Planning Today here https://www.financialplanningtoday.co.uk/news/item/9324-cisi-reveals-winners-of-2018-financial-planning-awards