i4C at Change the Game conference 2019
22 August 2019
Change the Game is Intelliflo’s flagship conference this year, hosted in Manchester and London. It promotes healthy discussion within the industry about latest trends, technology and regulation.
Here’s what happened at this year’s conference.
It was great to once again be a gold sponsor and that everyone that attended enjoyed the Change the Game conferences.
Technology is becoming attractive for firms who want to grow their client bank and streamline the costs of providing ongoing suitability assessments.
There were some interesting conversations around how cashflow planning sofware can help drive profitable relationships and increase client engagement. It was great to show how cashflow planning moves client conversations from fees and investment performance to the issues that make a real difference – the client life plans.
This highlights video gives an overview of the events.
Click here if you’d like to revisit some of the sessions. This page contains all the presentations, slides and videos. And below are a few photographs from the conference.