In a post-COVID world where the future of the workplace will ultimately evolve, there will be a new face of client experience and engagement. In this session you will gain insights on how to drive value by implementing data and analytics into your core business […]
Gain insights on how to cultivate a network that can help to foster your advice practice. Melissa Meagher will share her journey as a previous financial adviser and her motivations for developing her money coaching business. Melissa explores the interpersonal and emotional side of financial […]
Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time. Shannon Bernasconi Managing Director, WealthO2 Shannon has over 21 years’ experience in Financial Services in Australia and abroad. Shannon is the co founder […]
In the start-up community, the ecosystem and environment is rapidly changing, it requires a mindset shift to be truly successful. The foundation and idea of Rollit was built through a customer-centric view of poor experience with superannuation funds. In this session, we delve into how […]
In an increasingly socially conscious community in the aftermath of the bushfires and COVID-19, how do advisers navigate through a time of disruption and factor in social and governance? With clients demanding transparency and evidence of their investments, Simon O’Connor, Chief Executive of the Responsible […]
Augmented reality is demonstrating how risky or impetuous decisions can redefine financial and life-changing outcomes. With the power of AR, your clients can visualise the impact of their investments. This innovation in customer engagement goes beyond the sale. Jamie Engel, our expert in augmented reality […]
Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time. Phil Pilgrim Corporate Development Executive, Implemented Portfolios With over 20 years of financial services experience, over a broad range of roles in advisory, […]
The role of technology has come to the fore during the COVID-19 pandemic. Technology has become key to delivering the information and assistance that advisers require to service and support their own clients. It has also made it more efficient for advisers to interact with […]
