moneyGPS SMSF and AI: Transforming How You Engage with Your Clients

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Smithink - helping accountants turn their practices into great businesses

David Smith + Mark Holton, Smithink

90 episodes

19 hours ago

We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof. Now including a monthly podcast.

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moneyGPS SMSF and AI: Transforming How You Engage with Your Clients

Smithink - helping accountants turn their practices into great businesses

46 minutes 44 seconds

7 months ago

moneyGPS SMSF and AI: Transforming How You Engage with Your Clients

Artificial Intelligence (AI) and digital technology are transforming industries at an unprecedented pace, offering businesses new ways to streamline operations, enhance decision-making, and improve client experiences.

In this session, George Haramis, CEO and Co-Founder of https://moneygps.com.au/, joins David to explore how both are reshaping financial services and how professionals can harness the potential of this technology to drive efficiency and innovation.

With real-world insights from moneyGPS—an award-winning digital financial advice platform—George will demonstrate practical applications of AI and digital technology in client engagement, compliance, and business scalability.

Learn how tech-driven solutions can integrate seamlessly into your practice, empowering you to provide high-quality financial guidance with greater speed and accuracy.

Whether you’re looking to optimise internal processes, enhance service delivery, or future-proof your business, this session will provide the strategies and tools you need to navigate the AI and new-world technology revolution.

Don’t miss this opportunity to gain expert knowledge on integrating AI into your business model effectively.

Presented By:

David Smith, Smithink + George Haramis + Aaron Williamson, moneyGPS