B Broker Innovation Summit · 2026
BIS26 broker daily · Broker Innovation Summit
Sydney 24 Jun Melbourne 3 Jul Principal Partner · NextGen

The AI baseline
just shifted.

Still drafting emails with basic prompts? You're already falling behind. Spend a day with the brokers who've moved past the chatbot and into execution.

Standard $179 excl. GST · 850+ brokers expected
Telstra Centre Sydney, NSW
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01 The Film
Watch the reel

90 seconds
inside the room.

Reserve a seat
BIS25 · Highlights Inside BIS25 · The day in 90 seconds 00:00 / 1:30
300+
Brokers in the room
14
Speakers across the day
15
tech and lender partners
1 day
To rewire your business
02 The Stakes
2026

Not another “future of broking” panel.

The race is on to master the next phase of AI execution.

Buying back hours of your day and delivering the client-winning “wow” factor that the rest of the market can't.

If you're still using basic prompts to draft emails, you're already falling behind. The brokers pulling ahead have moved past the chatbot and into execution.

Broker Innovation Summit 2026 builds on the lessons of last year and skips the introductory fluff. This is the room where the most advanced brokers show you exactly how they're doing it.

03 The Stack
For the most advanced brokers

The 2026 stack
the specialists are running.

Skip the introductory fluff. The specialists in the room will show you how to supercharge your tech capability across three fronts — the gold standard in AI usage today.

01
Autonomous AI agents

Move past manual prompting.

Learn how agents scan bank statements, extract the data, and run preliminary serviceability checks automatically before you've finished your coffee.

02
Predictive trail-book protection

See the clawback coming.

Use AI to flag high-risk clawback clients and pre-draft optimal refinance scenarios before a competitor hooks them first.

03
Proprietary knowledge bases

Your policies. Instant answers.

Build a private AI agent trained on your credit policies to answer niche lender questions in seconds. No more waiting on a BDM callback.

04 The Payoff
The strategies

You don't leave with notes.
You leave with the playbook.

Our speakers will arm you with practical, high-yield strategies that represent the gold standard in AI usage today.

01

Stop relying on basic chatbots.

Move past basic text generation. Deploy the sophisticated AI frameworks that expose the habits holding most brokers back and drastically improve client outcomes.

02

Audit and optimise your operations.

A magnifying glass on your systems and processes: exactly where to automate, where to spend, and where the human touch is still essential.

03

Uncover the next iteration of broking.

See what the next generation of broker tech can truly achieve, demonstrated live by our hand-picked technology and lending partners.

05 The Day

The agenda
is the product.

12 sessions. Zero filler. Tap any row for what it covers.

Full agenda
06 The Lineup
Headline speakers

The people
actually doing it.

Lender CEOs. Founders of $400 million businesses. Operators inside Australia's fastest-growing lending platforms. No keynote tourists.

Full line-up
Pete Williams
Stop relying on basic chatbots

Pete will challenge your reliance on LLMs, expose the self-sabotaging habits holding most brokers back, and show you how to move beyond basic text generation into sophisticated frameworks that drastically improve client outcomes.

Pete Williams Chief Edge Officer, Centre for the Edge, Deloitte Australia
Seth Watts
Audit and optimise your operations

Not high-level theory. Seth puts a magnifying glass on the systems and processes inside your brokerage, showing you exactly where to automate, where to spend, and where the human touch still wins.

Seth Watts Co-Founder, Prepared
Pete Williams Opening keynote

Pete Williams

Chief Edge Officer, Centre for the Edge, Deloitte Australia
Keynote · Opening
Seth Watts

Seth Watts

Co-Founder, Prepared
Keynote
Amanda Stevens

Amanda Stevens

Australia's Number One Expert on Consumer Trends and Customer Experience
Melissa Pearce

Melissa Pearce

Co-Founder, The Money Collective
Chris Bates

Chris Bates

Founder, Alcove
Amol Khuntale

Amol Khuntale

Founder & Director, ASK Financials
Brett Spencer

Brett Spencer

CEO, Docuscan
Panel
Eric Dill

Eric Dill

Co-Founder, Quickli
Panel
07 The Tickets

Choose your seat.
The room fills front-first.

Standard pricing applies. Prices rise again 14 days before the event — once the room is sold, it's sold.

Standard

Full-day pass to every session, lunch, and the closing reception.

$179 excl. GST $149
Early-bird ended
  • All keynotes, panels and demos
  • Curated networking lunch
  • Closing reception and drinks
Get standard ticket
Best value

Team of 4

Bring your senior team. The change happens when you all see it together.

$650 excl. GST $716
Save $66 — $162.50 per seat
  • All keynotes, panels and demos
  • Curated networking lunch
  • Closing reception and drinks
  • Heavy discount
Book team pass
08 The Room
Who's in the room

This is
for brokers who lead.

Principal brokers ready to scale

You're writing solid volume, and you know the next leg of growth isn't more hours – it's better systems.

Brokerage owners hiring and building

You need the organisation chart, tech stack and process playbook of the brokerages two stages ahead of yours.

Brokers who refuse to be replaced

You've watched what AI did to other professional services. You want to be on the right side of that shift, fast.

09 The Verdict
From the last room

What attendees said afterwards.

“I sat between a Big-4 product head and the founder of a tech I'd been quietly stalking for 6 months. Closed two partnerships before the closing drinks.”
Past attendee Principal broker, NSW
“The live demo alone was worth the ticket. I went back to the office on Monday and rewrote our intake from scratch.”
Past attendee Brokerage owner, VIC
“Every other event tells you the future is coming. This one shows you exactly what to do on Tuesday morning.”
Past attendee Mortgage broker, QLD
10 Final Questions
Common questions

Anything else?

Mortgage and finance brokers, brokerage owners, and senior operators inside aggregators or lender partners. If your job is to make broking businesses grow — or to stop them being eaten by tech — this is the room.
Most broker events are 70% sponsor pitches and 30% theory. This is the inverse. Every session has to answer one question: 'What does the attendee do differently on Monday?' If a talk can't answer it, it doesn't get on the agenda.
Yes — and we strongly encourage it. The Team of 4 ticket exists because the brokerages that actually implement the playbook are the ones whose ops manager, senior broker and owner all saw the same thing.
Full refund up to 30 business days out. After that, transferable to a colleague at no charge until 7 days before the event.
Yes. If you attended a Momentum Media broker event in the last 24 months, your code is in your inbox. Broker Daily premium members get an automatic 15% off — check your member dashboard.

Don't get left behind using basic tech.

Secure your spot now and bridge the gap between simple tools and elite, AI-driven brokerage growth. Standard pricing is live, prices rise 14 days out, and once the room is sold, the doors close.

Lock in my seat
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Standard tickets · $179 excl. GST