Join our FinTech partners for lunchtime presentations on the exhibit hall floor. Learn about their innovations to improve your business.
11:10 AM - 11:20 AM FIDx 11:25 AM - 11:35 AM The Estate Registry 11:40 AM - 11:50 AM Dell Technologies 11:55 AM - 12:05 PM TIFIN Wealth 12:10 PM - 12:20 PM FLX Networks
11:10 AM - 11:20 AM FIDx, "Optimize Your Financial Plan: Using Income & Protection in an Advisory Practice Today" Description: Join this session to discover the vital role income and protection-based products could play inside of a comprehensive financial plan today. Then walk away with next steps after hearing how planners are achieving higher levels of client satisfaction and increased revenue growth.
11:25 AM - 11:35 AM The Estate Registry, "Leveling Up Your Estate Planning Practice for the Digital Age" Description: We are in the midst of the greatest generational transfer of wealth in history, nearly 84 trillion over the next 25 years will change hands. Learn about available resources for forging intergenerational relationships, establishing you and your practice as the trusted professional families rely on, and how your firm can not only participate but benefit.
11:40 AM - 11:50 AM Dell Technologies, "Why Your Business Needs a Cybersecurity Plan" Description: Ransomware has evolved to become a multi-billion dollar industry. As a result, thousands of businesses are affected every year. This has made cybersecurity one of the leading concerns to business leaders across the globe. In this presentation, we'll share some alarming data about the present threat to your organization, and some simple ways you can start protecting your business today.
11:55 AM - 12:05 PM TIFIN Wealth, "Your AI Partner for Client Personalization" Description: TIFIN Wealth is the first AI-powered platform designed to deliver client personalization with modular wealth capabilities and real-time business intelligence. We work with financial advisors, wealth enterprises, workplaces, and consumer fintechs to advance personalization-led growth. Our modular solutions span investments, financial planning, personality assessments, risk assessments, client communication, private markets, and charitable giving. TIFIN Wealth's innovative intelligence packages prioritize growth opportunities with prospects and clients and facilitate next-best actions.
12:10 PM - 12:20 PM FLX Networks, "The Ultimate (And Free) Advisor Experience" Description: Now more than ever, advisors need the tools and resources to help shape their practice and identify ways to drive revenue, identify key performance metrics, and boost client engagement. Financial advisors and wealth managers become members of FLX Networks at no cost and use the technology platform for investment ideas, multimedia thought leadership, business solutions, and practice management & optimization tools. Currently, the FLX community of nearly 1,000 members comprises over 60 asset management firms and advisor representation from 50 wealth management firms. We welcome all advisors to join the platform at no cost. Join today and accomplish more together!
