Sharesight at the BDO National Business Services Conference
Sharesight recently had the privilege of attending and sponsoring the 2018 BDO National Business Services Conference on the Gold Coast.
Prashant, our Chief Marketing Officer, and I were both on the ground at the event, meeting and exchanging ideas with BDO Partners and Managers from across Australia.
The Attractive Adviser
The theme for the event was ‘The Attractive Adviser’, and the key objective was to shift the mindset of BDO business leaders to focus on advisory services underpinned by digital thinking, adapting to change and innovating to create new service offerings.
Joined by a number of other amazing sponsors, including Xero, Sharesight was able to really engage with the BDO leaders responsible for change -- including learning about the problems BDO faces, how the industry landscape is evolving, and discussing where technology can help drive BDO toward their goal.
BDO speed-dating
There was even a speed-dating session, matching BDO leaders with the partners/sponsors they wanted to learn more about. Both parties came armed with questions, and it was great to hear about real client examples (people still use spreadsheets and shoeboxes!), which allowed us to really drill down and highlight exactly where Sharesight can create efficiencies and better the adviser/client relationship.
A massive thanks to the BDO team for such an enjoyable and engaging event, we look forward to joining you at the next one!
Unlock value for your clients with Sharesight
Sharesight is focused on adding value to the role of financial advice and wealth management professionals. And as Sharesight CEO Doug Morris recently wrote at Adviser Innovation, "now is the time for financial advisers to embrace fintechs."
We’re always excited to explore opportunities to work and partner with others – if you’d like a demo of Sharesight for yourself or your team – contact us . Or sign up for a Sharesight professional account and get started today.
FURTHER READING
Effortlessly track clients’ trades with Sharesight and Desktop Broker
Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker.
Red flags: When should you avoid investing in an asset?
This article explores some of the “red flags” you should look out for when considering an investment for your portfolio.
Track stocks on the London Stock Exchange with Sharesight
With Sharesight, you can automatically track the price and performance of thousands of stocks and ETFs on the London Stock Exchange (LSE).