Automating your advantage - Dynamic Planner

Green semi transparent football with circuitry against a darkened city backdrop

Ongoing advice through data-led decisions and automation

Automating your advantage

Date: 3 June 2025
Location: National Football Museum, Urbis Building, Cathedral Gardens, Manchester, M4 3BG 
Run time: 10:00 – 15:00
CPD – 3 hours – Unstructured

Dynamic Planner is delighted to host an exciting event for financial advisers, exploring ways to enhance client outcomes in a data-driven world. Along with CPD hours, a VIP museum tour and penalty shootout challenge, this promises to be an engaging and insightful day.

Discussion topics

The impact of AI on the regulatory landscape, decision making and compliance
Using data to grow your business, improve your offering, expand your valuation, and save time
How data is shaping product governance
How data and oversight mix with AI and automation in advice

Explore how data, governance and automation are reshaping financial advice. Through expert-led sessions, real-world insights and interactive discussions, we’ll examine the evolving regulatory landscape, the role of data in product governance, and the future impact of AI on advice and decision-making.

Set against the backdrop of the National Football Museum in Manchester, this informative day will showcase how firms can use automation and data-led strategies to inform day-to-day- operations, deliver better client outcomes and enhance compliance through greater oversight in an increasingly regulated environment.

Time	Session
09:30 – 10:00	Arrival and networking – Tea, pastries and a chance to chat
10:00 – 10:10	Welcome and introduction – Automating your advantage
10:10 – 11:00	Data in Play – oversight and MI in advice Follow the journey of an adviser through both advice processes and regulatory compliance with Chris Jones, Financial Services Director at Dynamic Planner. What does the regulatory landscape require today and how can you meet these requirements? Discover how each data point is captured and output as MI.
11:00 – 11:15	Comfort break – Teas, coffees
11:15 – 12:15	Panel – What evidence can data provide for the Active vs Passive debate Partner panel, hosted by Chris Jones. Join an engaging panel of investment professionals, discussing how data can, and is, shaping the Active vs Passive debate.
12:15 – 13:15	Lunch & networking – A free catered lunch with plenty of time to network
13:15 – 14:00	Data, AI and Automation Rowan Whittington, Product Director at Dynamic Planner, introduces the future of financial advice. How do data and oversight mix with AI and automation in advice? We look to the future of these features both in the wider software world and in Dynamic Planner’s roadmap.
14:00 – 15:00	Penalty shootout / Football Museum It wouldn’t be a great event without the opportunity to explore this iconic venue and win some great prizes in our penalty shootout challenge.
15:00 – 15:10	Closing remarks, prizes and thank you