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Digital engagement, protection journeys and operational efficiency strategies for modern mortgage and protection firms.About this Event
Welcome to The Modern Advisor Workshop hosted by YAVIA
Beyond the transaction
Join advisors across Northern Ireland at our YAVIA base in Catalyst, Belfast for an inperson workshop focused on the future of the modern customer journey.
With sessions including real life examples from Marney Magee, explore how leading firms are growing their business by improving customer engagement, creating more connected protection journeys and reducing operational friction across the advice journey.
Agenda
🕑: 09:30 AM - 10:00 AM
Arrival, coffee and Networking
🕑: 10:00 AM - 10:20 AM
Opening Session - Customer Expectation
🕑: 10:20 AM - 11:05 AM
Featured Case Study with Marney Magee
🕑: 11:05 AM - 11:25 AM
Live Customer Journey Workshop
🕑: 11:25 AM - 11:40 AM
Coffee Break
🕑: 11:40 AM - 12:20 PM
Operational Best Practice Panel Discussion
🕑: 12:20 PM - 12:45 PM
Interactive Workshop and Open Discussion
🕑: 12:45 PM - 02:00 PM
Lunch and Networking
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Event Venue & Nearby Stays
Catalyst – The Innovation Centre Belfast, Queens Road, Belfast, United Kingdom
Tickets
GBP 0.00
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