The Right Tools Workshop

Tomorrow’s broker experience

In this workshop we’ll review some of the tools and technology available to you today and provide a glimpse into what we have planned for the future.

We’ll take you through a customer journey demonstrating where these tools can be integrated into your business to help you with process efficiencies, customer experience and the generation of more business.

We’ve been interviewing brokers around Australia to improve our understanding of your businesses and where we can help. We will share what we’ve found and give you insight into what the future experience for brokers and customers holds.

Facilitators

Holden Lai
IT Manager, Sales
AFG

Holden is an IT professional with over 20 years of experience, with the last 15 years in the finance industry. In his current role Holden is responsible for providing technical solutions to support the broker sales process. Holden has an in depth understanding of current technology trends and opportunities. He is focused on improving efficiency and acceptance of technology, with a passion in creating a great customer journey through the use of technology to benefit both brokers and customers.

Simon Mateljan
Digital Creative
AFG

Simon is a highly accomplished digital UX/UI designer with extensive experience in branding, corporate design and web development. Since joining AFG in 2010 Simon has become a key member in the rollout of a number of IT/Marketing projects; from our marketing communication program (SMART), development of our multiple web projects, leading the design and UX of our mobile apps and much more to come for our brokers and their customers.

Optimising Your Business for Higher Productivity Workshop

Working smarter not harder

With ever increasing demands on your time we understand that you need to become as productive as possible to be able to meet deadlines, grow your business and achieve great customer outcomes; working smarter not harder.

In this workshop we’ll share some of the best practices that medium to larger businesses deploy to drive greater business productivity. We will give you our perspective on how you might be able to apply some of these ideas to your context in order to improve the efficiency and effectiveness of your business.

Facilitators

Harman Lidder
Partner
A.T. Kearney

Harman has over 20 years of experience advising banking, insurance, wealth management and telecommunications clients on topics spanning strategy, operations and technology. He is passionate about helping clients improve their end-to-end customer processes and experiences and improve efficiency and effectiveness of their businesses. Harman is a specialist in home lending processes and has supported 6 Australian banks in improving their home loan origination processes. Prior to joining A.T. Kearney Harman spent over a decade with Infosys, a global technology services organisation. Harman has completed his MBA from INSEAD, France/Singapore.

Toni Mladenova
Senior Manager
A.T. Kearney

Toni is a Senior Manager at A.T. Kearney with 7 years of management consulting experience in strategy and customer-driven transformations for financial services clients. Toni’s expertise lies in operating model design, process optimisation and productivity. Toni has worked with multiple financial institutions to increase their sale effectiveness and redesign their home lending processes. Toni holds a graduate degree from Oxford University.