Turning buzzwords into business

Recently you may have seen that Midwinter has been announced as the Gold Sponsor for Sterling Publishing’s inaugural Adviser Innovation event, taking place in Sydney and Melbourne in July. We are excited to be involved in an event we believe will be so valuable in many ways for all of the adviser community.

What an interesting time it is to be involved in technology in the financial services industry in Australia! With Stone and Chalk officially launching in April, there has been quite a buzz about town and the word on everyone’s lips is “FinTech”.

fintechwordcloud

So what does this mean for advisers and why does Midwinter think that nurturing this space is so important at such a time as this?

We are sure you have all heard the buzzwords – innovation, disruption, scaled advice, OBA, collaborative advice, cloud, fintech, digital advice, robo-advice – the list goes on and on and on. Advisers may not be entirely sure of what they all mean, but one thing is for certain – the world of financial planning is changing and technology is the catalyst for this transformation.

Advisers have been spoon fed reactions from a variety of different sources – the media, fellow advisers and thought leaders in the space – everything from being told they will have to ‘innovate or be left behind’ to ‘how to resist the robo-revolution’.

We can appreciate how confusing all this can be, and we also understand that it is easy to let fear take over when big change is imminent.

But as financial planning software providers, here are Midwinter we are barracking for the advisers – you are the people we are speaking with every day, you are the individuals that utilise the tools we create on an ongoing basis – in fact, you are the reason we are and want to create or innovate anything at all.

So the last thing in the world that we would want you to be feeling is scared. Rather, we want you to be feeling as excited as we are about how technology is currently shifting your sector in a way that will transform the way you deliver advice for the better.

And we believe that the best way for this to happen is to give advisers the opportunity to be educated on adviser innovation, and how they can effectively employ technology to create business success in the ever-changing world of advice.

“An investment in knowledge pays the best interest.” – Benjamin Franklin

It is for this reason that Midwinter has decided to sponsor Sterling’s Adviser Innovation event for 2015 as it is our genuine desire to see advisers armed with knowledge on what is becoming such an essential part of their industry. In our opinion, there is nothing more important than encouraging the financial planning industry to be well-informed when it comes to FinTech and the way it will alter both the delivery of advice, and the pool of clients who will be seeking it.

We hope that you are as enthusiastic about this event as we are, and we look forward to seeing you there!

As Gold sponsors for Adviser Innovation 2015, we have the privilege of being able to offer our clients a discounted rate on registration – 30% off the standard ticket price! This means if you register using the promo-code “sponsorMW” your ticket to this all day event will only be $175 + GST.

For more information on this valuable day or to register, click HERE.

Why choose Midwinter ?

ADVICE FOCUSED

ADVICE FOCUSED

Designed to make the advice process easy

CUSTOMER SUPPORT

CUSTOMER SUPPORT

Qualified customer support staff

PROVEN TRACK RECORD

PROVEN TRACK RECORD

Award winning software

SECURITY FOCUSED

SECURITY FOCUSED

Designed with strict security protocols

WEB BASED

WEB BASED

Available anywhere at any time

COMPLIANCE FOCUS

COMPLIANCE FOCUS

Designed with your compliance needs in mind

INDEPENDENCE

INDEPENDENCE

Independent from dealer groups and product providers

ENGAGE YOUR CLIENTS

ENGAGE YOUR CLIENTS

Client focused tools that add to your value proposition

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