In an industry where personal relationships are paramount, scaling advice without increasing overhead is the ultimate challenge. Join Paris Bisley, Director and Financial Advisor at Expert Wealth, for an exclusive fireside chat on his journey to transforming a small Aussie Financial Services firm into a scalable Agentic Enterprise.
Paris will discuss how Expert Wealth moved beyond traditional CRM methods to unlock unlimited capacity using digital labour. Discover how integrating Agentforce has revolutionised their client acquisition, reduced administrative burdens, and enabled a new model of "Active Advice" that acts on financial opportunities in real-time.
Whether you are a small business looking to scale or a FINS leader exploring AI, this session will provide a roadmap for using data and agents to drive productivity and growth.
Three Key Takeaways:
- Scaling with Digital Labor: Learn how Expert Wealth deployed their first agent, "Sully," to interact with leads 24/7
- The Shift to "Active Advice": Discover how to move from retrospective annual reviews to proactive wealth management.
- Blueprint for Implementation: Get practical insights on the transition from a manual intake system to AI-driven orchestration.
Featured Speakers
Paris Bisley
