1st Exchange unveils adviser roadshows

clock • 1 min read

1st Exchange has announced its annual Adviser Office (AO) free training roadshows under the theme ‘Data Management and Cleansing'.

As well as providing free training on the module areas, a team of specialist product managers and qualified trainers will be on hand to take questions.

The topic was chosen following an online poll asking intermediaries what they most wanted help with.

The technology events will run across the UK throughout June and July and are open to all AO users.

Chris Baigent-Reed, head of client engagement at 1st Exchange, says: "By encouraging our users to vote for the topics they actually want to learn more about, we will ensure that these roadshows are as informative and helpful as possible.

"We understand that even for today's tech-savvy IFA, ongoing training is hugely beneficial to fully realise the extent of the product's capabilities."

The ‘Data Management and Cleansing' events will take place in Glasgow (8th June), Edinburgh (9th June), Belfast (11th June), Haydock (16th June), Leeds (17th June), Newcastle (18th June), Exeter (22nd June), Bristol (23rd June), Southampton (24thJune), Reading (30th June), Bury St Edmunds (1st July), Birmingham (6th July), Gatwick (8th July) and London (9th July).

For further details and to secure a place, users can register at: www.1st-Exchange.co.uk/roadshows2010.

 

More on Technology

MorganAsh partners with FWD Research on customer vulnerability

MorganAsh partners with FWD Research on customer vulnerability

Now offering a two-stage vulnerability evaluation framework

Jaskeet Briah
clock 24 April 2024 • 1 min read
UnderwriteMe adds Vitality's income protection plan

UnderwriteMe adds Vitality's income protection plan

Joins Life and Serious Illness Cover on the platform

Jaskeet Briah
clock 10 April 2024 • 1 min read
SimplyBiz to add Defaqto's Engage solution

SimplyBiz to add Defaqto's Engage solution

“We will help firms give more advice, to more clients”

Jaskeet Briah
clock 20 March 2024 • 1 min read

Highlights

COVER Survey: Advisers damning of protection insurer service levels

COVER Survey: Advisers damning of protection insurer service levels

"It takes longer than ever to get underwriting terms"

John Brazier
clock 12 October 2023 • 5 min read
Online reviews trump price for young people selecting life and health cover

Online reviews trump price for young people selecting life and health cover

According to latest ReMark report

John Brazier
clock 11 October 2023 • 2 min read
ABI members with staff neurodiversity policy nearly doubles

ABI members with staff neurodiversity policy nearly doubles

Women within executive teams have grown to 32%

Jaskeet Briah
clock 10 October 2023 • 3 min read