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Exploring the technology of tomorrow's financial planning profession.
Tech Stack LIVE is a brand-new virtual summit in the world of financial planning.
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On the 15th March 2024 we reset the perspective for technology in the financial planning profession.
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The best part? This event is completely FREE to attend.
Experience future tech
NOW.
A stacked agenda.
Engage in a full day of workshops, talks and panels that will open your mind to a new world of possibility.
09:30AM
The TechStack Show: Building Tech-Enabled Financial Planning Businesses
10:15AM
Panel 1 – Creating a World Class, tech enabled, client experience
11AM
Break
11:15AM
Microsoft Copilot Workshop with Matt Munslow
11:45AM
Panel 2 - Automate to Elevate
12:30PM
Lunch
1PM
The Tech Innovator of the Year Awards – Meet the Finalists
2PM
Keynote 2 - How to select & onboard a CRM with Sarah Challenor
2:30PM
Break
2:45PM
Panel 3 - The Very Best Use-Cases for AI Right Now
3:30PM
Keynote 4 - Seb Dovey
4 PM
Close
All Virtual.
Just as interactive.
We've designed Tech Stack LIVE to bring you all of the insights and great ideas from this event in a virtual environment.
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Our event uses state-of-the-art event software to bring you the summit experience wherever you are in the world.
FREE
Delegate places are
This event is produced by and the members of the NextGen Planners Community. NextGen Planners is a thriving online community of financial service professionals striving to help their peers grow, flourish and become world class.
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Not a member yet? Join us for just £12.90 + VAT a month below:
