ARIA’s Virtual Summit 2024

e-INSPIRE

Digi-tech: the BFF of Advisers!

Oct 9, 2024

3 pm to 7 pm

Virtual

Event Starts In

Join us for e-INSPIRE 2024, a premier virtual Summit focusing on how digital tools and innovations are transforming personal financial advice. As technology reshapes advisory practices, this summit will explore key trends, challenges, and opportunities that Registered Investment Advisers (RIAs) and Financial Planners face today.

Team

Co-Chairs: Jay Thacker & Jigar Patel
Board Members: Amit Kukreja & Vivek Rege

e-INSPIRE Theme

Digital Revolution in Personal Financial Advice’ Effective Adoption – Opportunities & Challenges

Why Attend?

Discover how cutting-edge technologies integrated together are enhancing Client experience and driving Practice Growth.
Learn how to effectively manage a hybrid (‘Phygital’) advisory model that combines the best of technology and human expertise.
Gain insights into overcoming challenges in digital adoption and preparing for the future of investment advisory in a tech-driven world.

Who Should Attend?

Registered Investment Advisers (RIA)
Personal Financial Planners and Wealth Managers
Representatives of Financial Regulators and their Intermediaries
Anyone interested to know about the latest Digital revolution in Financial Advice

e-INSPIRE Summit Overview

Time	e-INSPIRE Summit Overview
1	Keynote Address & Fire side Chat with the SEBI Whole Time Member
2	ARIA Partners Senior Management Panel discussion on Impact of Technology on the industry
3	Round table with Prominent International & Indian Speakers about Technology as the BFF!
4	International Perspective on extensive use of technology in Advisory services
5	Indian Practitioners exclusive Presentation on their core technology ecosystem
6	Inauguration of the new ‘Avatar’ of the ARIA Portal