Welcome to the July edition of FinTalk, EV’s monthly newsletter.
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Welcome to the latest edition of EV FinTalk. Each edition provides a blend of news impacting the financial planning market, discussion around our latest viewpoints, articles from the EV team and guest content from our trusted partners. 

Viewpoints

Here are our latest viewpoints from the month:

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The Evolution of Digital Financial Advice Technology: From Robo-Advice to AI and Beyond

Discover the evolution of digital financial advice technology from robo-advice to AI and beyond. This blog explores how these advancements have made personalised financial advice more accessible and convenient for clients.

perfect blend of digital and human advice

Hybrid financial advice: The perfect blend of human and digital advice to provide valuable customer journeys

We discuss hybrid financial advice, how hybrid advice can provide value for your clients, and how you can achieve the perfect balance between digital efficiency and the human touch in your advice process with EV. 

Stress testing- How to help eliminate your clients’ cash flow planning stress

Why stress-testing has real-world implications for advisers in the Consumer Duty era

Chet Velani, Managing Director of EV, explores this crucial topic in his latest IFA Magazine article.

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EV Latest News

A summary of what's new in the world of EV:

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EV launches innovative hybrid advice solution as part of a long-term partnership with AIB life

We recently launched the first phase of an innovative new long-term partnership with AIB life to drive digital efficiencies and consistency in providing advice to AIB customers across multiple advice areas.

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Latest Whitepaper: Hybrid and Digital Advice - Driving Transformational Change, At Last!

Check our new whitepaper that argues by embracing digital and hybrid advice solutions financial services firms can drive business success while improving access to financial planning for the millions of people who currently can’t or won’t take traditional advice

Download now
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Survey: What shall we develop next?

We're always looking for ways to improve our solutions to ensure they continue to meet adviser needs. We're now looking at what to develop next for EVPro - our end-to-end financial planning solution - and as a valued partner, we'd like your input.

Complete Survey

EV FinTalk will continue to include a range of insightful content throughout 2023.

 

Please get in touch with me via my email below if you would like to contribute.

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Adam Robins  
Head of Content

adam.robins@ev.uk

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EV, Benyon House, Newbury Business Park, Newbury, Berkshire RG14 2PZ, United Kingdom, +44 (0)1635 881180

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