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Addressing Technological Challenges for AFS Licensees
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Tune in to our recent Money Management webinar covering technological challenges AFS licensees face, with speakers Stuart Alsop, Director of Sales at Intelliflo, and Lanie Worsley, Director of Customer Success and Client Solutions at Morningstar.

This webinar will help licensees understand the options available, how technology can create a more efficient business and where to get started in building your own tech stack
Listen as they discuss:
The biggest tech challenges faced by AFSLs.
What changes AFSLs can start making now to get ahead of DBFO legislation.
How to decide which technology to choose and who should be responsible for this in your practice.
Scaling up tech changes and communicating them with staff.
Tips to stay across data privacy and cyber security.
The possibilities generated from AI.
SME Bootcamp 2024

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