In this session, George Haramis, CEO and Co-Founder of moneyGPS, 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

Key Takeaways:

AI is an enabler, not a replacement

AI can streamline tasks and improve efficiency, but it’s up to advisers to apply their judgement and experience to interpret and act on the insights. It enhances, not replaces, human expertise.

Digital advice can meet compliance standards

moneyGPS is showing that advice can be delivered digitally — efficiently and compliantly — with proper audit trails and ASIC alignment.

Opportunity for growth through scale

Firms that embrace AI and digital tools can serve more clients at a lower cost, while maintaining or improving the quality of advice.

Client expectations are changing

Consumers now expect on-demand, cost-effective financial solutions. AI supports this shift by delivering timely insights, education, and advice in an accessible way.

Education remains essential

Accountants and advisers still need to guide clients through financial decisions. AI can support that role by handling admin and identifying opportunities, but the trust and relationship come from you.

AI isn’t perfect — yet

There are risks around hallucination and bias. Human oversight and ethical implementation remain critical.

Start with your own firm

Firms with slow-paying clients should address their own receivables management before offering services to others. Leading by example builds confidence and credibility.

Advisory requires a mindset shift

Telling a client they have a problem isn’t advisory. Advisory is about helping them fix it. The value lies in providing solutions, not just analysis.