Mortgage and protection networks, HLPartnership (HLP) and Mortgage Support Network (MSN), are inviting non-members to join them at their technology and marketing workshops taking place this month.
The annual series are designed to help members make greater use of available technology to improve their marketing and customer engagement.
It also includes demonstrations on how technology can be used to set up secure communications between customer, adviser, conveyancer and product provider to eliminate fraud.
“There has been a lot of talk about the threat from robo advice to advisers’ businesses,” Neil Hoare, commercial director at HLP and MSN, said.
“We believe that brokers should not be afraid, provided they embrace the IT and technology tools that already exist.”
In recent years, HLP and MSN have invested heavily in IT and tech support with an aim to help advisers to understand customers better and provide simple tools to ensure that regular contact is maintained.
He added: “We know that customers prefer to talk to an adviser. Utilising the benefits that technology offers, allied to their lifetime skills of customer interaction, advisers can offer a far more potent service than robo advise can ever hope to do.”
Phil Bailey, sales and marketing director at Twenty7Tec, who is a speaker at the workshops, commented: “The workshops are a brilliant opportunity for members and non-members to hear about the latest tech innovations in the adviser space and how they can be used to increase business opportunities, retain customers and improve their service proposition.”
Places for non-members can be booked here, but are limited and on a first come, first serve basis.
Three workshops have already taken place this month, with the remaining workshops taking place at the following venues:
Tuesday 22nd January – Leigh Court, Bristol
Wednesday 23rd January – Crowne Plaza, Felbridge Hotel, Crawley
Thursday 24th January – Marriott, Waltham Forest