Symphony by Fin365

Symphony Conference 2027

Master the art of technology in your business

17th – 18th February 2027 | Melbourne, Australia

Welcome to the Symphony

This 2-day event will explore the profound impact of AI and data on your business. It will offer actionable insights to help you achieve technological excellence, enhancing both business efficiency and customer experience.

The Principals Community

In partnership with The Principals’ Community

Conference Gold Sponsors

Zenith Investment Partners master logo
Netwealth
Hub24
Microsoft Logo
The Principals Community Logo

What to expect
Curious about leveraging Copilot and other Microsoft technologies?
Interested in the latest fintech innovations?
Worried about data security?

This two-day event is packed with technical content, covering data discipline, cybersecurity, business intelligence, process automation, client experience, and practical applications of AI tools like Microsoft Copilot. In addition to keynote speakers and technology experts, you’ll hear from industry peers about their tech journeys and the transformations they’ve achieved in their businesses.

Featured speakers include:

This is an exclusive event with only 200 seats available. We expect to sell out quickly, so please register your interest using the form below.

Additional Conference Sponsors

Where & When

Wed 17th February 2027, 9:00am – 6:00pm
Thu 18th February 2026, 9:00am – 3:00pm

The Palladium at Crown
Crown Melbourne, 8 Whiteman St., Melbourne

Agenda

A full agenda for Symphony 2027 will be released closer to the event date.
In the meantime, here are some highlights from past conferences:
…

Opening Keynotes
Big-picture insights on AI, technology, and the future of financial services

Customer Case Studies
Real examples of how firms are implementing technology to drive growth

AI: Reality vs Hype
Clear, practical guidance on what AI can actually deliver today

Data & Industry Trends
Insights from leading platforms and providers shaping the future

Technology Transformation Panels
Expert perspectives on change, adoption, and unlocking value

Fintech & Integration Innovation
How connected systems are driving smarter automation and better outcomes

Cybersecurity & Data Protection
Key trends and strategies for protecting modern financial businesses

Networking & Events
Happy hours, dinner, and valuable connections with industry peers

Agenda

TimeTitleSpeakerDescription
8:00amRegistration - Coffee/TeaAttendees sign in and collect badges
9:00am"Bittersweet Symphony"
Fin365 Welcome
Scott Hoy & Jess BulafkinConference welcome and introduction
9:15am"The Future’s So Bright, I’ve Gotta Wear Shades"
Opening Keynote
Stephen HandleyA deep dive into the unique opportunity in front of financial services firms embracing AI and tech innovation, and Fin365's role as the go-to partner
9:45am"I Need to Know"
Fin365 customer insights
Greg DavisSharing insights and learnings from our Fin365 peer group sessions and technology survey
10:15am"One Step Ahead"
Case studies on technology innovation
Fin365 Customer Panel with Ian Bowrey, Dan Rickard & Andrew LeviFin365 customers share recent examples of technology innovation happening in their own businesses
11:00amMorning tea - Coffee/Tea/Pastries
11:30am"Gimme Some Truth"
Separating AI reality from the hype
Jonathan UsherGet a clear, no‑nonsense look at what AI can and can’t do today. This session explains essential concepts like LLMs and Generative AI, why models behave differently, and how accuracy issues—including hallucinations—can affect real‑world use. You’ll learn the basics of data security, model training, and the hidden costs of AI, along with a pragmatic view of future trends such as open‑source vs proprietary models, AI vs AGI, and the shifting impact on human roles
12:15pm"The Times They Are a Changing"
The data driven future is here
Fin365 Partner Panel with Sophie Firminger, Jason Entwistle & Simon HobmanJoin leading investment platform and data providers as they share their views on how technology is transforming financial services. From AI breakthroughs to smarter data strategies, discover what’s driving innovation in their own business and what it will mean for your busiensses
1:00pmLunch
2:00pm"Changes"
The future of outsourcing
Jo HallThe story of Fin365's recent acquisition of Qwrk and our vision for the future of outsourcing in the financial services industry
2:30pm"Better Together"
The benefits of tech outsourcing
Fin365 Customer Panel with Torty Howard, Matt Fenning & Olivia MaragnaFin365 customers discuss the multiplier effect of adding dedicated software and technology resources to their team
3:15pm“With a Little Help From My Friends”
Succeeding at tech transformation
Fin365 Partner Panel with Daniel Lacy & Mandy PenkinJoin a panel of leading Fin365 technology consulting partners as they discuss the key ingredients needed for successful technology transformation, including the importance of change management, process design and staff enablement & uplift. The panel will share their perspective on AI adoption. What’s working now, what to avoid, and how to capture quick wins
3:45pm"Cheers Theme"
The power of community
Kon CostasInsights from the Principals' Community team on how their members are embracing technology
4:15pmHappy Hour/CanapesSponsored by Netwealth, Zenith & HUB24Join us for drinks, canapes and more dialogue
5:15pmDay 1 Close
6:30pmDinner
TimeTitleSpeakerDescription
8:30amArrival - Coffee/TeaAttendee arrival
9:00am"Headed for the future"
Fin365 roadmap & demo
Stephen HandleyA look at Fin365’s 2026 roadmap and an unveiling of Fin365's new, industry specific, AI agents
9:45am"Headed for the future"
Partner innovations
TBDDemonstrations of Fin365 partner innovations
10:15amMorning tea - Coffee/Tea/Pastries
10:45am"Don't Stop Believin"
Fintech innovations
Fin365 Partner Panel with Paul Campbell, Andrew Gardner & Stéphane CloutierFin365’s fintech integration partners showcase how connected software systems create the 1+1=3 effect — delivering smarter automation, richer data, and new AI‑driven capabilities to enhance the adviser and client experience
11:30am"Walk the Line"
Data security trends and innovations
Q&A Panel with Jay Staal (Destiny IT), Ron Rosenbaum (The IT Agency) & Daniel Goffredo (Microsoft)Fin365's IT Partners and Microsoft share the latest innovations and trends shaping data/cyber security
12:15pmLunch
1:15pm"The One and Only”
Exploring Microsoft innovations
Panel with Carolina Simioni (Microsoft) & Jyotsna Bali (Microsoft)#whynotmicrosoft? Microsoft demo of the latest innovations transforming financial services
2:00pm“I'm Still Standing"
Closing Keynote
Special guestTrue success comes not from the headline victories, but from quiet determination required to overcome the difficulties, delays and defeats that we encounter throughout the journey
2:45pmConference Wrap UpJess Bulafkin
3:00pmEnd of Conference
Microsoft - Sydney
Microsoft - Sydney

FAQs

Wed 17th and Thu 18th February 2027

The conference is being held at The Palladium at Crown, Crown Melbourne, 8 Whiteman St., Melbourne

We will announce the ticket price closer to the date

For those travelling form out of state, please note we have secured a discounted rates at Crown Towers, Crown Metropol, and Crown Promenade. Book your accommodations through these links:
Book your stay at Crown Towers Melbourne
Book your stay at Crown Metropol Melbourne
Book your stay at Crown Promenade Melbourne

No paper tickets will be issued for the conference. Attendees may sign in at the venue on the day of the conference.

Strictly no refund policy.

Please see the agenda section.

Please address any enquires to symphony@fin365.com.au and someone will get back to you right away

Yes. There will be catered morning and afternoon tea as well as a lunch on both days. On the first evening, there will also be a dinner event. If you have special dietary requirements, please email symphony@fin365.com.au

We’d be happy to help out, please email symphony@fin365.com.au

This is a pre-registration only, please sign up prior as seats are limited.

Register Interest

Register your interest in Symphony to receive updates as we get closer to the date

Further Questions?

If you have any further questions or require additional information, please don’t hesitate to reach out >

Accommodation

For those travelling form out of state, please note we have secured discounted rates at Crown Towers, Crown Metropol, and Crown Promenade in Melbourne.
Book your stay with our referral links.