Agenda
Day 1 - Tuesday 9 April 2024
- 08:00 - Virtual Exhibition Opens
- 09:00 - Welcome
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09:05 - Keynote - Transforming Financial Advisory with AI: A Future-Focused Perspective
Johan Steyn - Human-Centered AI Advocate, International speaker, Founder of AI for BusinessIn this keynote, the revolutionary effects of AI on the financial advice business are discussed in detail. AI has the ability to change many aspects of how clients interact with and receive services. Johan explains how technology helps advisors understand and assist their clients in a way that has never been possible before. He will show financial advisors how to use AI to leverage its power, covering topics such as how to use hyper-personalisation and predictive analytics to change the way clients interact with you and how to help both big and small firms manage the AI adoption journey.
- 09:30 - Demo / Showcase 1 - Asset Map
- 09:50 - Demo / Showcase 2 - Commspace
- 10:10 - Demo / Showcase 3 - Avalon
- 10:30 - Comfort Break
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10:45 - Panel Discussion - Building Business Efficiency Without Losing the Client Connection
Guy Holwill, CEO, Fairbairn Consult
Georgina Smith, Head of Distribution, INN8
Johan Vosloo, CEO, Headspace Technologies
Hermione Fry, Chief Operations Officer, Seed Analytics
Facilitator: Rob Macdonald, Head of Strategic Advisory Service, FundhouseThis panel explores how to balance the use of technology in making financial advising operations more efficient without compromising the quality of personal interaction with clients. The discussion will cover current technology trends, strategies to maintain personal connections through technology, best practices for adopting new tech, and predictions for the future of tech in financial advising. The aim is to help financial professionals use technology to enhance their services while keeping the client relationship at the core.
- 11:30 - Demo / Showcase 4 - INN8
- 11:50 - Demo / Showcase 5 - Gravitas Tax
- 12:10 - Demo / Showcase 6 - Elite Wealth
- 12:30 - Comfort Break
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12:45 - Keynote - The Future is Here, Now: Practice 2.0
- Per Lagerstrom - Venture Builder, Digital strategy & transformation, BehaviorTech, NED, Ex-McKinsey Partner, Mavens, and YellowSpot
- Herman Schoeman - Strategic Projects, GuardriskExplore the changing landscape of advisors in the Practise of the Future: How AI and Tech help Advisors secure relevancy in their niche specialisation
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13:15 - Workshop - Building a Virtual Agent for Your Business
This 30-minute workshop will guide participants through the process of creating a virtual agent for their business. It will cover the basics of selecting the right platform, designing interactions to enhance client service, and integrating the agent into existing systems to improve efficiency and client engagement.
- 13:45 - Recap
- 13:45 - Virtual Exhibition - visit and interact with tech providers in your own time
- 17:00 - End of Day 1
Day 2 - Thursday 11 April 2024
- 08:00 - Virtual Exhibition Opens
- 09:00 - Welcome
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09:05 - Keynote - Empowering Financial Advisory: Leveraging AI and Next-Gen Technology for Quantum Growth and Future-Ready Practices
Kobus Barnard, CEO, Allegiance ConsultingExplore how financial advisors can use artificial intelligence and the latest technological advancements to significantly enhance their business growth and prepare for the future. It will cover the practical applications of AI in financial planning, discuss the integration of next-generation technology into current practices, and provide insights into how these tools can improve efficiency, decision-making, and client services.
- 09:30 - Demo / Showcase 7 - Linktank
- 09:50 - Demo / Showcase 8 - ProfileMe
- 10:10 - Demo / Showcase 9 - Old Mutual Wealth
- 10:30 - Comfort Break
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10:45 - Panel Discussion - Staying Compliant in a Rapidly Changing Tech and AI World
Lelané Bezuidenhout, CEO, The Financial Planning Institute of Southern Africa
Anton Swanepoel, Practice management and compliance coach at Trusted Advisors
Charmaine van Wyk, CEO, The Compliance Toolbox
Facilitator: Vuledzani Dangale, Head: Regulatory Implementation, Liberty Group LimitedThis discussion focuses on the challenges and strategies for maintaining compliance within the evolving landscape of technology and artificial intelligence in the financial sector. Panelists will address how regulations are keeping pace with technological advancements, the impact of AI on compliance practices, and practical advice for staying ahead of compliance issues in a tech-driven environment. The goal is to provide insights into navigating the complex compliance requirements in an era of continuous technological change.
- 11:30 - Demo / Showcase 10 - AdviceTech
- 11:50 - Demo / Showcase 11 - Conduct Catalyst
- 12:10 - Demo / Showcase 12 - HiVR
- 12:30 - Comfort Break
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12:45 - Keynote - The Art and Science of Empowering Clients
Kirsty du Toit, Director of Financial Planning, Asset-MapIn this session we’ll explore how finding the right balance between the science and art of financial planning empowers clients to make the decisions that move them forward. We will identify the components that create trust, build a shared understanding and create engaging conversations, not only during onboarding but throughout the client journey.
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13:15 - Something Magical - Prompting Showdown
In the "Prompting Showdown," participants will compete in a 30-minute challenge to solve a problem using ChatGPT 3.5. The task will require them to craft effective prompts to elicit the best responses from the AI, testing their ability to use language models creatively and efficiently.
- 13:45 - Recap
- 13:45 - Virtual Exhibition - visit and interact with tech providers in your own time
- 17:00 - End of Day 2
Day 3 - Tuesday 16 April 2024
- 08:00 - Virtual Exhibition Opens
- 09:00 - Welcome
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09:05 - Keynote - Two Blindspots in a Practice: Outsourcing and Utilising Technology
Tiaan Herselman, Head of Advice and Product Owner at Old Mutual Wealth: Advice FintechTiaan shares how to use AI in practice, important and relevant technological leaps, and the often missed opportunity of outsourcing.
- 09:30 - Demo / Showcase 13 - Sure
- 09:50 - Demo / Showcase 14 - Seed Analytics
- 10:10 - Demo / Showcase 15 - Taxspace
- 10:30 - Comfort Break
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10:45 - Panel Discussion - Transforming Digital Client Engagement into an Experience
Rizanne Oosthuisen, Founder and CEO, ProfileMe
Johan Bester, Executive Head of Business Development, AdviceTech
Marc Sydow, Financial Planning Partner, Adviceworx, Online Lifestyle Financial Planning and Coaching for Women Execs
Facilitator: Robyn Clay, Director, LinktankThe final panel will delve into how digital platforms and tools can be used to turn routine client engagements into memorable experiences. The session will discuss the evolution of client engagement, the importance of personalisation, the impact of emerging technologies like AI, examples of successful digital engagement strategies, and solutions to common challenges. The focus is on leveraging digital technology to create client interactions that are not only efficient but also enriching and memorable.
- 11:30 - Demo / Showcase 16 - atWORK
- 11:50 - Demo / Showcase 17 - Searchworks
- 12:10 - Demo / Showcase 18 - Couplr.ai
- 12:30 - Comfort Break
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12:45 - Something Magical - Financial Planning Shootout
In the "Financial Planning Shootout," providers of financial planning tools will compete in a 30-minute challenge, all using the same case study to demonstrate their solutions. The event aims to create some excitement and rivalry between the providers and to showcase their capabilities in a different and fun way.
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13:15 - Keynote - Adapt and Fly
Panos Leledakis - AI Expert, Metaverse-VR technology expert, Insurance Futurist - 13:45 - Recap
- 13:45 - Virtual Exhibition - visit and interact with tech providers in your own time
- 17:00 - End of Day 3
* The agenda is subject to change