Driving Intelligent Transformation
PRACTICE PLANNING | TEHNOLOGY IMPLEMENTATION & OPTIMIZATION | BUSINESS INFRASTRUCTURE SUPPORT
Fintech Friday's ~ Where the Experts Show You How It’s Done.
Tech Nightmares End Here!
Fintech Fridays are live, expert-led sessions designed to help Canadian financial advisors and their teams get the most out of the technology they use every day. Hosted by Etc. Projects in collaboration with leading advisor technology platforms, each session pulls real insights from hundreds of successful tech implementations across the country. We don’t talk theory! We show you how the experts use these tools to solve systemic issues, simplify compliance, strengthen collaboration, and deliver measurable results. Fintech Fridays turn technology from overwhelming to empowering, helping advisors and their teams work smarter, stay compliant, and feel confident in the systems that support their business.
October 31st ~ Join us for Laylah LIVE
We’ve seen it all! CRMs collecting cobwebs, client requests slipping through the cracks, and teams drowning in confusion about where to even start. Most advisors don’t have a technology problem, they have a systems & standards problem. Once you define how your team uses your tools, everything changes.”
We're tech implementation and practice optimization experts.
Having an independent team of fintexperts to help assess and address your tech needs, identify what is missing, better use what you already have, train your team and give you the confidence that all users are managing your clients data safely, is life changing and practice transforming.
