Panel: Efficiencies and best practice in tech and cyber

As technology continues to play a pivotal role in the industry, it’s essential to leverage it effectively while preserving the human touch where it matters most. This session will discuss strategies for augmenting technology to enhance accessibility and efficiency, while ensuring that human expertise remains central to the client-adviser relationship. Additionally, we’ll examine AI use-cases in financial advisory, highlighting how machine learning algorithms can optimise client interactions and decision-making processes. Furthermore, we’ll highlight the importance of cybersecurity even in small advice practices, and ensuring licensees adopt robust measures to safeguard sensitive client data and maintain trust in digital transactions.