This live webinar will feature Mike Logashov, Product Manager at Objectway, who will share practical insights into how financial planning technology can support advisors in delivering more scalable, consistent, and client-centric services.

Building on the principles of scalable innovation—strong operational foundations, integrated ecosystems, and intelligent use of AI—the session will highlight how modern platforms enable advisors to move beyond fragmented tools toward more efficient and connected workflows.

Participants will benefit from:

• A curated showcase of purpose-built technology for financial professionals
• Live demonstrations and interactive Q&A sessions with experts
• Insights into financial planning at scale, automation, AI, and CRM innovation
• Practical approaches to enhancing efficiency, improving client engagement, and supporting business growth

Designed for forward-looking financial professionals, this webinar offers a clear view of how to leverage technology to build more scalable and resilient advisory models.

Register now to secure your place and discover how to elevate your practice through intelligent, scalable solutions.

Whether you’re looking to boost efficiency, enhance the client experience, or grow your practice, the IFB Tech Expo will get you there. Get ready to explore cutting-edge solutions built for financial advisors and gain exclusive insights to accelerate success.