The Real Impact of Replatforming on Your Advice Business | Hint: It's a Lot More Than You Think

What happens when your platform provider upgrades their tech?

Your platform is an important part of your tech stack; it's integral to the engine that keeps your business running smoothly, but have you ever asked yourself about the tech that sits behind your platform?

Why would you - it just has to work, right?

In this webinar, host Georgina Smith is joined by Peter Mann, Phil Billingham (from Sales to Advice to Planning) and Mickey Gambale to explore the benefits and challenges that face advisers when their platform provider moves from one piece of technology to another - also known as replatforming.

They will get into the details of why it's important for you as an adviser understand the real impact of replatforming on your business and arm you with the questions you should ask and the answers you might want to hear.

About the Webinar

Your platform is an important part of your tech stack; it's integral to the engine that keeps your business running smoothly. Have you ever asked yourself about the tech that sits behind your platform? Why would you, it just has to work right? But what happens when your platform provider upgrades their tech?

In this webinar, we'll explore the benefits and challenges that face advisers when their platform provider moves from one piece of technology to another - or replatforms. Why it's important for advisers to know and understand what it means and what questions you should ask (and a guide as to the answers you might like to hear).

In this session we will look more closely at:

  1. What is replatforming
  2. What your platform provider would be replatforming
  3. What to look out for if your provider is replatforming
  4. The impact replatforming has on adviser's businesses
  5. The benefits of replatforming
  6. Migrationphil

Date:

Nov 22, 2022

Time:

TBA

CPD Points:

1

The Speakers

Georgina Smith

Head of Distribution INN8 Investment Platform

Peter Mann

Chairman for EMEA and Independent Non-Executive Director Bravura

Phil Billingham

Adviser, planner, writer, trainer and business consultant

Mickey Gambale

Executive INN8