PANEL DISCUSSION: TIME-SAVING TECH FOR YOUR BUSINESS

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Panel discussion

Over the past decade, technology and AI have transformed the financial landscape, reducing the time taken to complete manual tasks. But with so much choice on the market, how do you identify the key pieces of time-saving tech? Our panel of experts will outline the potential landscape for tech, how it is evolving and discuss some of the solutions that made a big difference to them and real-world examples of how firms are using tech.

What you will takeaway from this session:

  • Understand the emerging trends in financial technology.
  • Identify key criteria for selecting technology that aligns with your business needs.
  • Share practical examples of how AI and technology can streamline workflows.
  • Learn how automation enhances compliance, reporting and decision-making.
  • Avoid common pitfalls when integrating new technology.

Speakers
Co-Founder
Re.LoA
Managing Director and Founder
NextWealth
CEO
Aberdein Considine Wealth
Digital content manager
Money Marketing