SPEAKERS

Session: Bridging the AI adoption gap: Practical wins for advice firms
Time: 12:10 PM – 12:40 PM
Location: Victoria Rooms 1-6

With 14 years of paraplanning experience, I have an in-depth understanding of the inner workings of wealth management, both from an administrative and technical perspective. Over the past six years in fintech, I’ve seen the challenges and opportunities of technology and more recently AI adoption firsthand, bridging the gap between innovation and practical application.

I’m passionate about how technology can enhance, rather than replace, financial professionals, streamlining processes, improving efficiency, and allowing advisers to focus on what they do best. My experience has shown me how the right tech can elevate a firm’s core proposition, delivering value for both clients and businesses alike.

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