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Salesforce guru to deliver ‘mind-blowing’ message to brokers

conference  conference
James Mitchell 5 minute read

Mortgage brokers and aggregators will travel to Silicon Valley this month to hear from one of the world’s most respected business strategists and visionaries.

Peter Schwartz is a senior vice president at Salesforce, an author, a futurist, a leading business strategist and has even worked with Steven Spielberg on Hollywood blockbusters like "Minority Report" and "Mission Impossible".

He will join a handful of San Francisco-based technology and finance innovators speaking at The Adviser’s US Study Tour 2017 later this month.

Australian mortgage industry veteran Steve Weston, along with the directors of Momentum Media, the publisher of The Adviser, will lead a delegation of mortgage professionals to the global capital for innovation and technology — Silicon Valley.


“Our delegates will have worked in businesses where they have to plan for risk,” Mr Weston said. “It’s called ‘scenario planning’ — and Peter Schwartz was the man who coined the term in his book The Art of the Long View — a process that businesses all over the world use today.

“When you listen to a guy like that speak, you realise what is possible. Brokers will walk away with a deeper understanding of how they need to change the way they currently operate.”

The delegation of Australian mortgage brokers, aggregators and industry leaders will also hear from the chief executives of the most innovative companies currently operating in the American mortgage market.

“This is not just about returning from the tour and putting an app in your business or adding something to your process. This will be a mind-blowing experience in an intimate environment with world leaders,” Mr Weston said.

The Adviser’s US Study Tour is an invitation-only event for close contacts and stakeholders of The Adviser’s editorial team.


Delegates have the unique opportunity to hear first hand from some of the world’s top technology and data firms to see how they're revolutionising the way businesses engage with consumers and other businesses, and how this is opening up lucrative new markets.

The Adviser’s US Study Tour is not just about the unique opportunity to give your business a significant competitive advantage — it offers so much more for its elite delegation. Not only will you have the chance for an intimate personal interaction with our speakers, panelists and luminaries, it’s also a powerful networking opportunity for Australia’s leading mortgage industry professionals.

Speakers include:

- Peter Schwartz, futurist at Salesforce, the world’s leading and most innovative CRM platform

- Anil Arora, CEO of Yodlee, a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services

- Rajesh Bhat, CEO and co-founder of Roostify, an all-in-one digital platform for streamlining loan processes

- Courtney Keating Chakarun, head of innovation and marketing at CoreLogic, the NYSE-listed information giant that also has extensive operations in Australia

Salesforce guru to deliver ‘mind-blowing’ message to brokers
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If you have ever considered how you could better service your SME clients but lack the knowledge or confidence to do this beyond referring them on, this is a must-attend event for you. Don't miss SME Broker Bootcamp, a jam-packed, free-to-attend, practical workshop. Register today and secure your place at this interactive, flexible, must-attend event.

James Mitchell

James Mitchell

James Mitchell has over eight years’ experience as a financial reporter and is the editor of Wealth and Wellness at Momentum Media.

He has a sound pedigree to cover the business of mortgages and the converging financial services sector having reported for leading finance titles InvestorDaily, InvestorWeekly, Accountants Daily, ifa, Mortgage Business, Residential Property Manager, Real Estate Business, SMSF Adviser, Smart Property Investment, and The Adviser.

He has also been published in The Daily Telegraph and contributed online to FST Media and Mergermarket, part of the Financial Times Group.

James holds a BA (Hons) in English Literature and an MA in Journalism.



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