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:
