In our Building an Integrated Technology Stack webinar, attendees had the opportunity to gain valuable insights from renowned industry experts, including Kelly Gustafson, Advisor Technology Consultant, François Levasseur, Vice President of Global Alliances at Equisoft, and Brandon Chapman, Founder of AdvisorFlow. The event showcased the latest advancements in technology and offered practical tips on how advisors can integrate multiple systems for maximum efficiency. The webinar demonstrated an understanding of how to implement an integrated technology stack in advisory practices, and how advisors can make informed decisions about the tools and services that would best serve their practice.
First Speaker: François Levasseur
In his 17 years of experience in technology development, corporate strategy, and leadership, François is recognized as an expert in all of those fields. He is recognized as a top 20 emerging entrepreneur by 15 economic organizations. As Equisoft’s VP of Global Alliances & Acquisitions, François focuses on growing Equisoft’s partners and expanding its international footprint.
Second Speaker: Kelly Gustafson
Kelly is an Advisor Technology Consultant, thought leader, industry influencer, and technology pioneer in the financial industry. Her expertise lies in leading innovation and transformation alongside elite business owners and building high-performance cultures, teams, and businesses.
Third Speaker: Brandon Chapman
Brandon is the founder of AdvisorFlow and a Certified Financial Planner. His goal is to enable all advisors to offer a seamless digital user experience that enhances conversion rates, transforms administrative hours into advisory hours, and ultimately enables more Canadians to receive genuine financial guidance from a reliable advisor.
AdvisorFlow is a digital software for all financial advisors. We simplify data gathering for financial advisors while enhancing the client onboarding and compliance experience. Register today to automate your practice and save hours daily.
Please email us at hello@advisorflow.ca for any feedback you may have or suggestions on what topic you'd like us to host an event on next.
