
Customer Connect - August 2025
A mid-morning session with customers at the Park on MG Road—open conversation, product walk-throughs, and time to meet the team face to face.
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A mid-morning session with customers at the Park on MG Road—open conversation, product walk-throughs, and time to meet the team face to face.

Saturday session at Grand Magrath: founders on stage, plenty of room for side conversations, and a practical look at how we run reviews.

Spring edition at Grand Magrath—focused on staying the course after a volatile year and what we changed in our research checklists.

Sterlings Mac Hotel hosted this summer meet—heavy on Q&A and lighter on formal presentations.

An industry-facing morning with the Network FP community—sharing notes on practice management and how retail investors actually behave.

An evening with our customers featuring the FinAtoZ journey, team interactions, and launch of the FinAtoZ Planning Platform.

A customer-first evening focused on the FinAtoZ story, platform launch, and practical goal tracking experience.