Select Page

2024 Tech Awards

Enter or Nominate here

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.

We use cookies to track usage of our website using Google Analytics. Click here to opt-out.
Share This