[ Skip to main content ]
Digital transformation

Digitizing financial advisory for SME customers

Showcasing Aider's digitalised platform for providers of financial advice

Register now
Digitizing financial advisory for SME customers

Date and time:

Wed 18 May 10:00 AM - 11:00 AM

Virtual

Nationwide (more than one region)

Free

Contact organiser

Share this page:

Digitizing financial advisory for SME customers

Hosted by ANZ and Aider join this discussion about why small businesses need to digitalise, the value of real time data in measuring what matters and lessons learnt in developing an intelligence platform that uses real-time data.

A few topics that we will be discussing:

1. Why small businesses need to digitalise

2. The value of real-time data in measuring what matters

3. Lessons learnt in developing an intelligence platform that uses real-time data

Click here to see the full list of ANZ Events during Techweek

Speakers

Brendan

Brendan Roberts

CEO & Founder, Aider

Brendan is passionate about technology and how it can help small businesses, and he has been involved in high growth businesses around the world throughout his career. Working with the SaaS tech ecosystem, advisory technology, and also banking technology, Brendan believes that the Fintech opportunity to help small businesses using data and AI is growing significantly. Originally from South Africa, Brendan spent 10 years in the UK and has made NZ his home since 2009.

couler profile shots 300dpi 42 of 61

Ric Thorpe

Adviser | Sidekick Chartered Accountants

Ric Thorpe is one of the owners of Sidekick CA, Christchurch Chartered Accountants. Ric leads the 20 strong Christchurch team as well as assisting growth in the Sidekick group, which now has offices in 8 locations across the South Island, and over 60 staff members. Ric has been instrumental in fostering the incredible family-like team culture at Sidekick and helping grow the businesses by spreading the word of Fixed-Fee, Modern Accountancy across the country. Ric has also held a few roles in governance and strategy for not-for-profit organisations, membership organisations such as the Christchurch Business Club, as well as within the Sidekick Group.

Richard Copus

Head of Digital Innovation, ANZ

An insightful business and technology leader focussed on implementing change to deliver real business outcomes, Richard enjoys taking innovation concepts and seeing them through to a commercial reality.  As ANZ’s Head of Digital Innovation, Richard shapes and executes ANZ’s technology innovation strategy and transformation change programmes across a number of ANZ domains including Institutional & Commercial business and Data & Payments but when he’s not thinking innovation you can find Richard paddling on the Waitematā, climbing or trekking – anywhere outdoors!

An Executive Council Board member for FinTechNZ, Richard holds a Bachelor of Physical Science and Post Graudate Diploma in Science from The University of Auckland together with an Master of Business Administration from the Copenhagen Business School.

Profile pictures

Mike Mandis

Virtual CFO |Oxygen Advisors

Mike is a Director and vCFO at Oxygen Advisors, who are redefining what it means to be an accountant. Oxygen Advisors goal is to enable and inspire the companies creating the New Zealand of tomorrow, typically in New Zealand those companies are in the SaaS or deep tech space. Mike has a broad range of commercial finance experience both in NZ and abroad and specializes in M&A, Fund Raising, SaaS and Hardware tech. 

RichardO IH 0030 square

Richard Osbourn

Chief Pathfinder

Richard Orsbourn is a chartered accountant and advisor with extensive real-world business and commercial experience. A former CFO and business leader across multiple disciplines including finance, IT and operations, Richard brings invaluable practical advice and strategies that go far beyond the numbers. Together with his genuine interest in helping others find success, our clients value the depth of Richards experience and knowledge which enables them to explore strategies, solutions and options through many different lenses.

Brought to you by