Agenda
Day 1 - Tuesday 9 April 2024
- 09:00 - Welcome
- 09:05 - Keynote - Embracing Disruption: How Technology is Changing the Financial Planning Landscape
- 09:20 - Demo / Showcase 1 - AdviceTech
- 09:50 - Recap
- 09:55 - Comfort Break
- 10:05 - Panel Discussion - Tech Savvy Firms: How to Stand Out in a Crowded Marketplace
- 10:45 - Demo / Showcase 2 - ProfileMe
- 11:15 - Recap
- 11:20 - Comfort Break
- 11:30 - Keynote - Data for Financial Professionals: Understanding the Power of Big Data
- 11:45 - Demo / Showcase 3 - Lifedocs
- 12:15 - Recap
- 12:20 - Comfort Break
- 12:30 - Panel Discussion - Data Decoded: Simplifying Succession Planning with Technology
- 13:10 - Demo / Showcase 4 - Seed Analytics
- 13:40 - Recap
- 13:45 - Comfort Break
- 13:55 - Keynote - The Digital Advisor: How to Leverage Technology to Enhance Client Experience
- 14:15 - Demo / Showcase 5 - Mi-Plan
- 14:45 - Recap
- 14:50 - Comfort Break
- 15:00 - Panel Discussion - Streamlining Success: Automation and Workflow Management for Financial Advisors
- 15:40 - Demo / Showcase 6 - INN8
- 16:10 - Recap
- 16:15 - Comfort Break
- 16:25 - Demo / Showcase 7 - FS4P
- 16:55 - Recap and End of Day 1
Day 2 - Thursday 11 April 2024
- 09:00 - Welcome
- 09:05 - Panel Discussion - Tech-niquely Engaging: Using Technology to Connect with Clients
- 09:45 - Demo / Showcase 8 - SIMVIDA
- 10:15 - Recap
- 10:20 - Comfort Break
- 10:30 - Keynote - The Tech Revolution: How to Stay Ahead of the Game in an Ever-Changing Landscape
- 10:45 - Demo / Showcase 9 - Commspace
- 11:15 - Recap
- 11:20 - Comfort Break
- 11:30 - Panel Discussion - From Idea to Reality: Navigating the Tech Journey for Financial Planning
- 12:10 - Demo / Showcase 10 - atWork
- 12:40 - Recap
- 12:45 - Comfort Break
- 12:55 - Keynote - The Future of Automation in Financial Planning: Opportunities and Challenges
- 13:10 - Demo / Showcase 11 - Avalon
- 13:40 - Recap
- 13:45 - Comfort Break
- 13:55 - Demo / Showcase 12 - Monty
- 14:25 - Panel Discussion - How They Do It: Insights from Financial Planning Businesses that have Adopted Technology
- 15:05 - Recap
- 15:10 - Comfort Break
- 15:20 - Keynote - Cyber Securtity: Best Practices
- 15:35 - Demo / Showcase 13 - Old Mutual Wealth
- 16:05 - Recap
- 16:10 - Comfort Break
- 16:20 - Demo / Showcase 14 - Gravitas Tax
- 16:50 - Recap & End of Day 2
Day 3 - Tuesday 16 April 2024
- 09:00 - Welcome
- 09:05 - Panel Discussion - Tech-niquely Engaging: Using Technology to Connect with Clients
- 09:45 - Demo / Showcase 8 - SIMVIDA
- 10:15 - Recap
- 10:20 - Comfort Break
- 10:30 - Keynote - The Tech Revolution: How to Stay Ahead of the Game in an Ever-Changing Landscape
- 10:45 - Demo / Showcase 9 - Commspace
- 11:15 - Recap
- 11:20 - Comfort Break
- 11:30 - Panel Discussion - From Idea to Reality: Navigating the Tech Journey for Financial Planning
- 12:10 - Demo / Showcase 10 - atWork
- 12:40 - Recap
- 12:45 - Comfort Break
- 12:55 - Keynote - The Future of Automation in Financial Planning: Opportunities and Challenges
- 13:10 - Demo / Showcase 11 - Avalon
- 13:40 - Recap
- 13:45 - Comfort Break
- 13:55 - Demo / Showcase 12 - Monty
- 14:25 - Panel Discussion - How They Do It: Insights from Financial Planning Businesses that have Adopted Technology
- 15:05 - Recap
- 15:10 - Comfort Break
- 15:20 - Keynote - Cyber Securtity: Best Practices
- 15:35 - Demo / Showcase 13 - Old Mutual Wealth
- 16:05 - Recap
- 16:10 - Comfort Break
- 16:20 - Demo / Showcase 14 - Gravitas Tax
- 16:50 - Recap & End of Day 2