Wednesday, 8 May 2024
12.00 – 1.00pm Sydney time
In a complex and crowded fintech environment, making the decision to embark on a technology transformation can be difficult. Some practices seek a better client experience, while others aspire to operational efficiency and profitability. But even when the drivers for change are clear, it can be hard to know where to start or whether to take the plunge at all.
We'll uncover the pain points, untapped opportunities and potential solutions of an advice practice undergoing a tech transformation as they work with tech consultants, Finura Group.
But is it worth it? We look to another advice practice whose tech transformation is behind them for answers. This webinar offers a thought-provoking study into tech transformations that practices of any size can benefit from.
CFS 10x Your business | 28 Feb 2024 | 1 CPD point | 55 min
Sue Viskovic from Elixir Consulting explores business effectiveness through the lens of back-office operations and client experience. Is your investment in technology translating into productivity? Or are you weighing up the right time to hire? We reveal techniques from high performing teams to help you break through efficiency barriers and maximise opportunities.
CFS 10x Your business | 26 Mar 2024 | 1 CPD point | 80 min
During the business life cycle, most owners reach a crucial decision point: can the business grow and thrive in its current state, or would it benefit from a sale, purchase or merger to take it forward? Meet the principals of five advice practices who have restructured. They reveal the factors that led to their decisions, solutions they sought to reach their goals and lessons learned along the way.
CPD points coming soon
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36.