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Virtual Summit

Future of Financial Planning

#FOFP2022

Date: 24th February 2022
Time: 1500 hrs GMT/1000 hrs ET

Overview for Future of Financial Planning

While vaccines are rolling out and it appears there may be light at the end of the pandemic tunnel, millions are still trying to financially recover from the economic shockwaves. According to the Pew Research Center, of those whose finances suffered during the pandemic, 44% think it will take them three years or more to get back to their pre-pandemic economic situation.

This is why now more than ever it is necessary for the integration of all the latest technology to ease and improve the process of financial planning. For businesses, it is key for them to be able to integrate all their business data into one secure and collaborative work environment. Having a central database, process automation, and data aggregation capabilities are all requisites in financial planning software today.

Statistics should be clear with a crisp analysis for the future and ideally, there should be a projected growth chart for the company to track progress. In uncertain times like these, the call for such efficient and advanced financial software planning is clear.

This is why Group Futurista is happy to present its “Future of Financial Planning” webinar to discuss the latest software available today along with other trends and challenges being faced in financial planning.

What to Expect?

Digital
Sessions

Connect, listen and learn with our live digital sessions.

Digital
Panel Discussions

Conversations and deliberations that are contagious

Digital
Network

Network Digitally with industry leaders across the globe

Virtual one to one
meeting

Effective one-on-one meetings are a powerful tool to connect and close the deals with your leads.

Webinar Highlights

07+ Knowledge Sessions

The summit will consist of interesting web panel discussions, exclusive live fireside chats and engaging digital industry presentations. 

10+ Industry
Leaders

Industry's thought leaders, decision-makers, and solution providers will gather virtually to discuss the latest trends, innovations, and technologies in the Artificial Intelligence Industry.

350+Attendees

Congregation of industry's top-level executives and senior officials for knowledge sharing.

Discussion Points

Intergenerational Wealth Transfer - releasing the hidden value of your business.

The holy grail: Solving for efficiencies in your practice and client reporting.

The future of wealth management and how companies are innovating to keep ahead

Venture capital and private equity insights into the wealth management industry

Topics We Cover

Financial Planning and Analysis

Workforce Planning

Sales Planning

Sales Performance Management

Budgeting & Forecasting

Agile Planning

Financial Close Management

Financial Reporting

Automate Regulatory Reporting

Regulatory Reporting and Compliance

Capital budgeting

Optimism bias

Personal budget

Reference class forecasting

Industries

Banking

Insurance

Financial Services

IT

Manufacturing

Education

Healthcare

Who should attend?


Job Titles

VPS, Directors, Heads, Managers, Specialists, Doctors-

  • Financial Planning & Analysis
  • Budgeting
  • Wealth Management
  • Intermediary Solutions
  • Retail Distribution
  • Investment and Retirement Planning
  • Personal Finance
  • Planning Strategy
  • Investment Distribution
  • Portfolio Executive
Speakers

Our
Speakers

Shane Afolabi

Solutions Consulting Manager
CCH® Tagetik Wolters Kluwer
Sponsors

Our Sponsors

Platinum Sponsor

Platinum Sponsor

Platinum Sponsor

FAQ

Frequently asked question

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