Insignia Financial (ASX:IFL) held its FY25 Investor Day on November 13, 2024, outlining its strategic vision for 2030. The company aims to become Australia's leading wealth management firm with a focus on double-digit earnings growth. Key strategies include enhancing customer experiences through AI and optimizing adviser productivity.
Insignia Financial (ASX:IFL) has set ambitious goals for 2030, aiming to lead the Australian wealth management sector with innovative strategies. The company is focusing on enhancing customer experiences through AI and technology, increasing adviser productivity, and simplifying operations. Insignia Financial's plans include substantial cost reductions, aiming for operating expenditure in the high $700 million range by FY30. Their strategy includes reinvestment through operational efficiencies and existing resources, ensuring sustained growth and competitiveness in the market.
Insignia Financial aims to deliver innovative, quality outcomes for customers while achieving double-digit earnings growth. The company plans to simplify its operations and invest in technology and AI to enhance customer experiences and operational efficiency.