About this session
Is your workflow working for you, or are you working for it? At Finmo Momentum 2026, we’ll show you what happens when AI meets the broker workflow. Get the first look at Sidekick, our new AI assistant built for brokers, and see how it helps you work more efficiently and save time for what matters most: your client relationships. Plus, real stories, live demos, and a sneak peek at what’s next.
What will be covered
- Hear where Finmo is headed and how AI is shaping the future of brokering.
- Get the first look at Sidekick, our new AI assistant built for brokers.
- See what our partners are building with Finmo to make your day easier.
- Get a sneak peek at new features coming to Finmo.
