Better Technology Decisions to Unlock Practice Growth
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Better Technology Decisions to Unlock Practice Growth
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In the rapidly changing landscape of wealth management, technology is no longer just a tool — it's the engine driving future growth.
In this episode, Praemium's General Manager Matt van Dijk will be joined by Peter Worn, Managing Director of Technology and Digital Consultancy, Finura Group, for an engaging and interactive session on the critical market themes and prevailing challenges advisers face with existing tech solutions.
Topics include:
- Role of advice technology in driving future growth
- Challenges advisers face with existing technology
- Impact of AI solutions on your people and practice
- Strategic allocation of technology to drive profitability
- Cyber security resilience
- Key findings from Finura's technology health index
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