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Using Technology to Thrive Post RDR

By attending this session participants will gain an understanding of the role of technology in the provision of financial advice. Mark will discuss:
•The types of solutions in the market
•The new drivers for technology post RDR
•Client centric systems
•Consistency of process
By attending this session participants will gain an understanding of the role of technology in the provision of financial advice. Mark will discuss:
•The types of solutions in the market
•The new drivers for technology post RDR
•Client centric systems
•Consistency of process
•Supporting fee for service
•Taking advantage of new technologies
•Lessons from Australia

Mark has a successful track-record of business development in the IT and the Financial Services market, including helping both NCR and AT&T to establish themselves as key technology suppliers to the Insurance sector. In his role as Business Development Director for Focus Solutions Group, he led the company’s growth – developing and launching new market propositions that resulted in a twenty-fold increase in revenue. More recently Mark helped found the Ecommerce consultancy specialist AT8 guiding many distributor in the technology choices.
Recorded Mar 20 2012 46 mins
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Presented by
Mark Loosmore, Business Development Director, IRESS
Presentation preview: Using Technology to Thrive Post RDR

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  • Title: Using Technology to Thrive Post RDR
  • Live at: Mar 20 2012 1:00 pm
  • Presented by: Mark Loosmore, Business Development Director, IRESS
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