How will you make FinTech work for you in 2016?
Over the past year the FinTech chatter has been non stop. The topic went leaps and bounds beyond being flavour of the month to become one of the most integral subjects of discussion within financial services for 2015. Robo-advice, Digital advice, open API (software integration) and Objectives based advice (OBA) became everyday themes of debate. Underneath all the varying facets of emotional responses to this impending tech transformation, there seemed to be a building sense of excitement for what was ahead.
Interestingly, there wasn’t a huge amount of talk about how to actually implement all these fast approaching technological advances into your advice businesses.
Perhaps considering some of these tech innovations were and are still new to many, it would have been premature to jump straight into practical application. But here at Midwinter we believe that as we enter into 2016, the time has well and truly arrived for advisers to begin considering how to be execute these technological advances within their new business models (if they have not begun to already!).
With this in mind, Midwinter is delighted to announce that we are partnering with ifa to bring their Business Strategy Day to Brisbane, Melbourne and Sydney this year. The Business Strategy Day received so much positive feedback in 2015, and this year aims to arm financial planners with plenty of tips on how to efficiently alter their businesses to maximise both profitability and productivity.
As part of the event agenda, our Managing Director – Julian Plummer will be speaking on a panel about the practical implementation of Digital and Robo-advice, and exactly how to use these tools in order to adapt your service offering to your clients (without losing them to the bot!).
As sponsors of the event, we are excited to be able to pass on a discount to our users and subscribers, providing 30% off the regular delegate registration.
This discount prices adviser delegate passes at only $175 + GST – all you need to do is quote the code ifaMW when requested during the registration process to receive the discount.
(Non-advisers are eligible to receive the discounted rate of $400 + GST)
To register for this valuable event, click HERE.
To read more about the event, click HERE.
We look forward to seeing you there!
Why choose Midwinter ?
Designed to make the advice process easy
Qualified customer support staff
PROVEN TRACK RECORD
Award winning software
Designed with strict security protocols
Available anywhere at any time
Designed with your compliance needs in mind
Independent from dealer groups and product providers
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