Overview
|
|
Topic |
Presenter |
|
8.45 |
Opening address |
Toby Potter – Chair IMAP |
|
9.00 |
Adviser technology – Where next? |
Matt Heine - netwealth |
|
9.45 |
Alternative Universes - How major providers respond to Advisers' evolving business models |
John Kim - Macquarie Wrap |
|
10.25 |
Morning Tea |
|
|
11.05 |
Adoption of Technology in Service Businesses |
Dee McGrath - Managing Partner IBM Global Services |
|
11.50 |
The Future of Platforms |
Jason Entwistle- HUB24 |
|
12.40 |
Lunch |
|
|
1.40 |
Coming Soon to a Client Near YOU - What fintech functionality and connectivity mean for advisers |
Sid Sahgal - Macrovue |
|
2.25 |
Discretionary Portfolio Management - What North America can teach us about advisers' journey to becoming wealth managers |
Kevin MacBean - SS&C |
|
2.55 |
Technology in the client communication process |
Martin Morris -Praemium |
|
3.25 |
Afternoon Tea |
|
|
3.40 |
Using technology to transform a wealth management business – the UK experience |
Jennifer McDermott - Iress |
|
4.10 |
Fintech investing |
Andrew Bird – serial fintech investor and former CEO Morningstar Australia |
|
4.40 |
Closing remarks |
|