Description
Artificial Intelligence (AI) and digital technology are transforming industries at an unprecedented pace, offering businesses new ways to streamline operations, enhance decision-making, and improve client experiences. In this session, George Haramis, CEO and Co-Founder of moneyGPS, will explore how both are reshaping financial services and how professionals can harness the potential of this technology to drive efficiency and innovation.
With real-world insights from moneyGPS—an award-winning digital financial advice platform—George will demonstrate practical applications of AI, and digital technology in client engagement, compliance, and business scalability. Learn how techdriven solutions can integrate seamlessly into your practice, empowering you to provide high-quality financial guidance with greater speed and accuracy.
Whether you’re looking to optimise internal processes, enhance service delivery, or future-proof your business, this session will provide the strategies and tools you need to navigate the AI and new-world technology revolution. Don’t miss this opportunity to gain expert knowledge on integrating AI into your business model effectively.
TPB CPD hours: 1 hour
Legislated CPD areas and hours: Client care and practice (1 hour)
ASIC knowledge areas and hours: Practice management (1 hour)
PRESENTED BY
GEORGE HARAMIS
Co-Founder and CEO at MoneyGPS
George Haramis has been successfully involved in the financial services industry for 30 years in various executive roles with some of Australia’s leading domestic and international financial institutions.
George’s roles have included: being a founder of a listed advice business, working with a number of Australia’s largest superannuation funds in presenting fund management solutions, establishing both retail and wholesale distribution channels, working closely with the accounting profession by assisting accounting firms establish successful wealth & advice businesses, creating unique employee benefits programmes for employers and being responsible for two of the country’s largest institutionally owned Dealer Groups: Securitor and RetireInvest – which at the time managed in excess of $10B for over 80,000 clients.
George is now the Co-Founder of Fiduciary Financial Services Pty Ltd.
