Account Manager, UK at Conquest Planning. Keen Golfer, average tennis player. Dinosaur Expert
Bath, England
Joined July 2010
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- Following943
- Followers349
- Likes926
Rob Tedder retweeted
Next week, the Conquest UK team will be in London at the Global WealthTech Summit!
If attending, don’t miss Martin Taylor's panel during the @Fintech_Global and @Level39CW partner event on Nov 5th, as well as @RobTedder’s demo of Conquest on Nov 6th. #GWTS24 #WealthTech
Rob Tedder retweeted
We’re pleased to announce that Conquest has been selected as a Top Innovator for @WEFUpLink's Prospering in Longevity Challenge! 🎉
We’re eager to help more people around the world receive adaptable financial guidance for their entire lifespan.
Learn more: uplink.weforum.org/uplink/s/…
Rob Tedder retweeted
In his 'Wealthtech Startups to Watch' blog series, Chris Bendtsen highlights how @ConquestPlanInc uses AI to revolutionize the #WealthManagement industry.
Discover how their AI digital assistant streamlines financial planning & enhances customization > bit.ly/3VhmTm2
Rob Tedder retweeted
If you’ll be in attendance at the Digital Integration in Wealth Management conference next week in London, be sure to visit our Conquest booth while also seeing Martin Taylor and @RobTedder on stage discussing innovations within the #wealthtech space and what the future holds.
Rob Tedder retweeted
“Hey SAM, show us the newest innovation you’ve been working on.” 🚀🎙️
We're excited to share that in 2024, Conquest will offer integrated voice navigation! See it in action below in @burmeistertom’s demo from the @FutureProofAC #Fintech Demo Drop!
youtube.com/watch?v=yPefMHer…
Rob Tedder retweeted
Conquest is excited to attending the CISI Tech Zone at The Financial Planning Conference this fall held by @CISI, where attendees will be able to connect with financial professionals to learn, share, and debate all things financial planning. Learn more at cisi.org/fpc23
Rob Tedder retweeted
Tune in to episode 2 of The #AdviserTechShow with guest @RobTedder from @ConquestPlanInc. Did you know that 65% of the next generation will not work with their parents’ financial adviser after their wealth has been passed down?
youtu.be/Sd9AfSgFHUk
Rob Tedder retweeted
Thanks to @advisersoftware for publishing an analysis of Conquest Planning & for showing how we easily enable #advisors to deliver meaningful #FinancialAdvice faster and more accurately. Special thanks to @ianmckennaftrc for being a huge advocate for us. ifamagazine.com/article/advi…
Rob Tedder retweeted
Can modern AI-based planning technology help your firm save time, increase revenue, and enhance the user experience? Join @RobTedder from @ConquestPlanInc, to find out. Register now for the #AdviserTechLIVE webinar on June 14th: buff.ly/3wWYHbM #adviser #fintech
Rob Tedder retweeted
Check out our insights page featuring all the latest news and commentary from @NickEatock @RobTedder and the wider intelliflo team.
Click here to see the articles:
intelliflo.com/uk/insights
#fintech #financialservices #financialplanning
Rob Tedder retweeted
Join our very own @RobTedder & Aishling Costello at @ApricityComply free webinar 'Go With the (Cash)flow' session this Friday at 11am. They'll be giving their best practice tips of #cashflow planning with @ApricityHannah Find out more and register here:
apricitycompliance.co.uk/eve…
Rob Tedder retweeted
Next week is the last session of the #AdviserTechLIVE #webinars - don't worry, there's still time to register for your place!
Join us to learn how to select and implement the right technologies designed to meet the challenges of a 21st century #adviser: buff.ly/2RkETx4
Rob Tedder retweeted
We're excited to be joined by @RobTedder / @IntellifloLtd at #AdviserTechLIVE demonstrating how using effective cashflow modelling, you can visualise how your advice enables clients to see things clearly, enabling them to move forward confidently.
SIGN UP: buff.ly/3eleg3Q
Rob Tedder retweeted
Are you looking for some #FridayMotivation? Why not apply for our most recent #vacancy for a Client Cashflow Solutions Consultant?
Read more and apply here: hubs.ly/H0Dvy000 #recruitment #wearehiring #jobvacacy
Rob Tedder retweeted
"As more and more planners gain confidence in using cashflow modelling, we think that 2021 will see a growth in the number of advisers using the tool live in client meetings."
Read @RobTedder's latest blog on his thoughts for 2021 👇
i4c.technology/blog/whats-th…
Rob Tedder retweeted
New on the app: The Year in Protection by @samshaw17, with contributions from @VickyChurcher, @RoyMcloughlin1, @RobTedder, @HIGHCLERE_FS, @AlanK_Cura, @JitenVarsani, @ianmckennaftrc, @ProtectGuruAd, @AliCrossleyMint and @Protection_Rev. app.octomembers.com
Rob Tedder retweeted
In the second part of our #TalkMoney series @RobTedder looks at why it’s important for couples to tackle financial issues together, and how #cashflow planning can help.
i4c.technology/blog/why-fina…
Rob Tedder retweeted
So today is the start of #Talkmoney week - encouraging the UK to talk about #money.
In the first of our three-part series, @RobTedder talks about how cashflow can really help #financialplanners to get clients to open up about their #finances.
i4c.technology/blog/how-cash…
Rob Tedder retweeted
Petition: Exempt golf courses from the list of venues required to close due to Covid-19
petition.parliament.uk/petit…
