Client Advisor Networking Exclusive: First Look at the AI App Built for You

Are you a Relationship Manager (RM) or Financial Advisor (FA) based in Singapore? This one is for you.
We are hosting an exclusive session for practising RMs and FAs to get an exclusive first look at our new advisor app before it rolls out more broadly.
This is a hands-on preview designed for people who do this work every day. We want your honest feedback, and we want you to walk away with something genuinely useful.
What to expect:
Exclusive preview of the advisor app
Time to explore it yourself and ask questions directly to our team
Honest conversation about what would make this tool work for your day-to-day
Networking with other RMs & FAs in a relaxed setting
Complimentary coffee/tea/soft drinks and light refreshments
Who this is for: Practising RMs and FAs working in Singapore. Places are limited to so we can keep the session focused and the conversation useful.
How to register: Request a spot through this page. A LinkedIn profile link is required at registration. We will use this to confirm that attendees are currently working as RMs or FAs. Approved guests will receive a confirmation within 3-5 working days. If this sounds like your kind of afternoon, we would love to have you.