Deepti and Dianne at Dynamic Planner Scaling Success Conference March 2024

Dynamic Planner Scaling Success Conference

NigelNews

Deepti and Dianne at Dynamic Planner Scaling Success Conference March 2024

Urban Synergy were at Dynamic Planner’s conference ‘Scaling Success’ on Tuesday 5th March in Bishopsgate where they launched their new app, Tram. CEO Ben Goss, also one of Urban Synergy’s Corporate Advisory Board members, delivered the keynote speech on how leading financial planning technology can help you in new innovative ways. Providing better outcomes for you and your clients. Ben regularly volunteers with Urban Synergy at many school events.

Urban Synergy’s CEO - Leila Thomas led a breakout session with Dynamic Planner Ben Goss about young people working in the City. Dianne Johnson - Head of Programmes and Deepti Rao - Head of Finance were on hand to speak to organisations about partnering with Urban Synergy to meet the social part of their ESG or Corporate Social Responsibility requirements with volunteering opportunities. It was also good to see one of our Role Models, Christophe Ponette - Managing Director & Board Member, who volunteers for our online e-seminars with our schools.

Dynamic Planner CEO Ben Goss with Urban Synergy CEO Leila Thomas at Scaling Success annual conference

Dynamic Planner CEO Ben Goss with Urban Synergy CEO Leila Thomas at Scaling Success annual conference

Christophe, Deepti and Dianne

Christophe, Dynamic Planner Managing Director & Board Member, who volunteers for our online e-seminars with our schools with Deepti and Dianne