Adviser Innovation Summit 2018

Adviser Innovation Summit 2018

Adviser Innovation Summit 2018

The AI Summit is on again and Financial Mappers will be part of the FINANCIAL TECHNOLOGY – LIVE DEMOS

The Adviser Innovation Summit is an annual event when brings to the financial advisory industry some of the most innovative speakers in the world.  The keynote speaker is Adam Ferrier who will deliver his views on “Inside the minds of the New Financial Consumer”.

Adam Ferrier is a leading consumer psychologist, brand strategist, and behavioral economist. His prestige within the industry is summed up by the following quote:

 

“Adam hands delegates the keys to sky rocketed motivation – whether to buy, perform or change – through cognitive behavioral economics.”

 

From my research, the new financial consumer is rapidly evolving. At the AI Summit last year, Matt Heine, of Net Wealth delivered his groundbreaking report “AdviceTech Research Report 2017 edition”. Later in the year, the Financial Planning Association of Australia released another report “Mapping Fintech to the Financial Process – Why Fintech is not a threat.”

 

Financial Mappers was invited by the FPA to showcase Financial Mappers as part of the White Paper launch at their annual conference in Hobart.  It will be interesting to see what changes have occurred in the world of Fintech over the last twelve months.

 

Like all Fintechs, Financial Mappers is also evolving to meet the needs of both the tech-savvy consumer and financial adviser. At the conference, Glenis Phillips will showcase the current evolution of Financial Mappers.

 

Her presentation will be part of the 12.40 pm session

 

Financial Technologies – Live Demos. See the cutting edge financial advice technology in a unique, short-form demon-only format.

 

Glenis Phillips, the designer of Financial Mappers will give a short demonstration of Financial Mappers Pro.  This software has been developed specifically to allow financial advisers and their clients to work in a closer relationship by sharing plans online.  Glenis will demonstrate the three main benefits for financial advisers using this software:

 

  1. Creation of a complete strategic plan in a virtual model until the forecasting calculations show how the client’s objectives can be achieved.

 

  1. Clients can SEE the charts and tables with the future numbers and therefore SEE the modelled future – allowing them to better understand the actions required for them to reach their objectives.

 

  1. Alternative strategies can be compared. The calculations show which strategy gets clients to their objectives fastest, or easiest, allowing both adviser and client to make the best decision.

 

Dr David Phillips, CEO, of Plencore Wealth Ltd, summed up Financial Mappers Pro as

 

A powerful modelling tool that you can use either online or face to face so that you and your clients can make the best financial decisions.

 

Visit us at the AI Summit in Melbourne (29th May)  and Sydney (31st May) and discover how Financial Mappers can add value to your enterprise.

Our Live Demo has been uploaded to YouTube, together with a demonstration of you Advisers can share plans with other advisers, paraplanners, and clients.

Adviser Innovation Summit 2018

See the Live Demo given at the Adviser Innovation Summit

 

SOA for Accountants and Financial Advisers

Due to popular demand, we have added an SOA function to Financial Mappers Pro.

Disclaimer: Financial Mappers does not have an Australian Financial Services License, does not offer financial planning advice and does not recommend financial products.

I am a founding board member of Plencore Wealth Ltd and Plencore Online Pty Ltd. I am the designer of the product Financial Mappers and Financial Mappers PRO, cloud based modelling software for Personal Finance. This software is sold on the web site www.financialmappers.com.au.I am an educator, investor and expert in both personal finance and mathematical modelling and the author of 'Map Your Finances'.I have both a Graduate Diploma in Applied Finance and Investments and a Diploma in Financial Advising from the Securities Institute of Australia. I also have a Financial Analysis Certificate, by Distance Learning from University of Technology, Sydney. I am a Senior Fellow and Senior Mentor of FINSIA.

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  1. […] Mappers is cloud-based software based on an Excel model. At conferences, the Excel aficionados and software developers stand and stare in awe. They can immediately see the […]

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