Exploring the technology of tomorrow's financial planning profession.
Tech Stack LIVE is a brand-new virtual summit in the world of financial planning.
On the 15th March 2024 we reset the perspective for technology in the financial planning profession.
The best part? This event is completely FREE to attend.
Experience future tech
A stacked agenda.
Engage in a full day of workshops, talks and panels that will open your mind to a new world of possibility.
The TechStack Show: Building Tech-Enabled Financial Planning Businesses
Panel 1 – Creating a World Class, tech enabled, client experience
Microsoft Co-Pilot Workshop with Matt Munslow
Panel 2 - Automate to Elevate
The Tech Innovator of the Year Awards – Meet the Finalists
Keynote 2 - A deep dive into CRMs with Sarah Challenor
Keynote 3 - Cloud Enabled Proposals with James Ashford
Panel 3 - The Very Best Use-Cases for AI Right Now
Keynote 4 - TBC
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.
Our event uses state-of-the-art event software to bring you the summit experience wherever you are in the world.
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.
Not a member yet? Join us for just £12.90 + VAT a month below: