2024 Tech Awards
AWARD CATEGORIES, Shortlists & winners
Best mortgage and protection CRM
The judges will give particular consideration to how the CRM addresses protection products within their system.
Best AI for financial advice
This category will explore systems that assist advisers with onboarding new customers, their compliance obligations and/or annual reviews.
Best financial planning or cash flow system for protection
Particular attention will be paid to how the tool can support protection needs of a consumer.