AstuteWheel backs Adviser Innovation Summit

This year’s summit has been designed to equip advisers with the knowledge and tools around the latest financial buzzwords and trends, including finfluencers, decentralised finance, and metaverse so advisers can not only capitalise on its potential but also gauge its impact on their advice practices and business operations.

AstuteWheel managing director Hans Egger noted that the client engagement system provider has been a sponsor of the Adviser Innovation Summit every year since its inception, adding that it is pleased to be involved in the conference with other innovators and thought leaders in the financial planning industry.

“Attendees at the summit this year will get an early look at the fantastic new software that AstuteWheel is developing and expects to release early in the new financial year,” Mr Egger said.

“New functionality and improvements to our existing tools and modelling calculators will be on show.

“Advisers are constantly asking for a software solution that provides a seamless end-to-and process. AstuteWheel is working hard to provide that outcome by linking our market leading client engagement software and modelling calculators to systems that provide back of office functionality.”

Geared towards financial advisers, fintech consultants, executives, and business owners, the agenda is packed with panel sessions and masterclasses to ensure that advisers walk away with practical tips on using these tools so their advice practices can thrive and prosper.

Speakers include founder of machine learning company Flamingo AI and adviser on responsible technology and the future of work, Dr Catriona Wallace, who will delve into how the metaverse will impact both advisers and their clients.

Money mentor and founder of The Savings Squad podcast and My Money Buddy Adele Martin will walk advisers through the world of finfluencers and how they could leverage video marketing and podcasting tools to expand reach, increase engagement, and drive sales while maximising return on investment.

Founder of Advice Revolution, Adrian Patty and Volt Bank Australia chief customer and partnerships officer Andrew Clouston will speak about how advisers could capitalise on open banking to gain access to their clients’ financial information in a cyber-safe environment and explain the applications of the new Consumer Data Rules for trusted advisers.

Meanwhile, Major General (Ret’d) Dr Marcus Thompson, Australian Defence Force former head of information warfare, will offer tips on managing the ever-growing financial risk of cyber penetration, as well as solutions that can be implemented to thwart cyber security threats.

Make sure you book your tickets quickly to ensure you don’t miss out on the latest innovations in the advice space!

Click here to book your tickets for the 2022 Adviser Innovation Summit.

For more information about the summit, click here.