InvestTech 2018 Presentations for viewing and download as PDFs

8.45 - 9.00 am Opening Address Toby Potter IMAP Chair

Advice, and Investment are in transition and technology is a key driver of that change. Introducing our MC for today - Marie-Anne Lampotang.

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9.00 - 9.45 am Keynote speaker - Michael McQueen Sponsored by Praemium

11.05 - 11.40 am - Digital Rising

Euan Sneyd National Manager – Institutional Solutions Colonial First State.In this presentation we discuss what digital to financial advice, how it works, and how it could benefit your advice business. An increasing number of advice businesses recognise the importance of using technology to improve efficiency and the digital client experience, but surprisingly a low number actually still intend to invest in available low cost technology. We explore why and examine why some companies have experienced huge success while others have faltered.

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11.40am - 12.10 I’ll have what they’re having. What technology do USA advisers use

Jamie Wickham - Managing Director of Morningstar Australia and New Zealand will bring an international perspective to Advisers using technology to manage and grow their business.

Download this Morningstar White Paper

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2.20 - 2.50pm Here’s what I really want – A Licensee thinks through the technology stack.

Hear from John Barton Director and CEO of MGD discuss his experience with technology providers. In this session, you will learn what you should be looking for, the questions you need to ask and ultimately what will help your business thrive in today's demanding market

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3.15 - 3.45 pm Technology’s role in addressing the value proposition dilemma

Technology is playing an increasing role in delivering value from Licensee to Adviser and subsequently Adviser to investor. With licensees having to review and consider their role in providing business solutions to advisers, it is important to understand how the technology available to them can assist. This is particularly pertinent in the Managed Account sector, as advisers look to increase their client engagement models and interact more frequently and seamlessly with their clients. Martin Morris Head of Distribution and Adam Pointon for Praemium will provide insights into how Managed Account technology can be utilised to address this value proposition dilemma.

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3.45 - 4.30 pm Removing friction from your customer's journey

Andrew Braun General Manager of Marketing at Netwealth says client expectations are changing. People are comparing advice businesses with companies like Google, Airbnb and Amazon, and are demanding the same level of personalised service. And with this change in expectation comes Advisers' chance to innovate. In this interactive workshop, Netwealth will share with you a number of tools it has created to help your business innovates its customer’s journey. Discuss with your peers ideas that you can take away and implement in your practice today.

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