These half day regional workshops will aim to demonstrate to advisers how they can add additional value to their business models through the adoption of specific principles, applied through the implementation of integrated software systems.
The seminars will be based across the country in Portsmouth, Bishop’s Stortford and Coventry throughout June and July1 and new dates will be added on a rolling basis according to demand. Hosts will include senior representatives from Capita Enabler partner companies Quay Software, Webline and Synaptic Systems.
19th and 21st June – Bishop’s Stortford
11th July – Coventry
25th July – Fareham
These sessions aim to give advisers guidance on how to increase profitability and improve operational efficiency within their businesses as well as demonstrating how to remove risk through transparent compliance controls and reporting. They will also cover issues such as how to transform business value based on funds under management and how to gain new value from the legacy of historical sales. There will of course be the opportunity for advisers to discuss specific software options for their business with the experts on the day.
Graham Coxell, chief executive of Capita Enabler said: “The proposed seminars will be valuable to advisers in showing them how to structure their businesses to create additional value in the long term - should they ever need to think about selling their businesses. Additionally, we will be demonstrating how the effective implementation of integrated software can increase efficiencies in advisers’ businesses so that they can spend more time in front of clients and operate with greater profitability.”
