Greg has spent his entire career figuring out how to make processes better for those executing them, and those depending on the outcomes. With an Engineering PhD focused on process and innovation he is uniquely qualified. Over the course of four decades, Greg has re-engineered a staggering variety of processes for organizations spanning a wide spectrum, including for example, INCO, IBM, TRW, Mattel Toys, and Unilever.

IN 2007 Greg co - founded Sharp Point Data Ltd.with a singular focus on developing SaaS based software solutions to streamline and automate mission critical processes for the financial and insurance sectors.The success of his business is based on a deep understanding of the core business processes and strategy, and over the last 15 years he has become an acknowledged expert on the Group Retirement and Benefits businesses of clients such as, Canada Life, SunLife, Cooperators and Manulife.The focused use of innovative technology and the improved business processes that result, facilitates the seamless flow of data and information end - to - end, including Advisors and their clients.The result is speed, simplicity, and more profitable business.

With the intimate knowledge of the processes and software tools underpinning the group business, and with insights from industry leaders, Greg has more recently turned his attention to building a software platform which is digitally transforming advisor firms.Advisors are masters at building client relationships, and he is determined to give them practice support tools that will allow them to focus on those relationships to grow their business.

Bill is one of the co-founders of AdvisorConX. He is a serial entrepreneur and has experience spanning corporate (Finance, strategy, structure, M&A) to operational (product vision, solution architecture and sales). He has been in the insurance software business for over 25 years working with both carriers and distribution. His unique blend of product vision and solution selling drives AdvisorConX to always be advancing their feature set and product leadership. He has global experience with small, medium and large organizations with stints in the US and Asia as well as his time in his native Canada.

Bill has a passion for delivering practical digital transformation solutions that ensure advisors have all the tools they need to deliver the most optimal experience to their clients.

Andrew brings to AdvisorConx a robust and diverse background, in group benefits with a large global insurer, start-up expertise launching a successful company from scratch and exciting marketing and general management credentials having scaled two top-tier Canadian businesses: Dell Computer and ING DIRECT, from their early days in Canada, to dominant market leadership.

Andrew is a high EQ people manager with a track record of attracting and developing top talent – something he finds most rewarding.His wide - ranging experience make him equally comfortable diving into detailed process operations, as he is focusing on the big picture when developing long - term strategic plans.

Andrew’s many years in senior leadership with Manulife’s John Hancock Retirement Plan Services, the U.S.market leader in advisor - sold group retirement plans, bring a deep understanding of the business challenges faced by advisors.Andrew has seen the ways that the smart use of technology and improved business processes can result in better, more profitable business for today’s advisors. He has designed and delivered useful practice support tools such as automated plan health reporting, fast and easy - to - use multi - stakeholder digital communication environments, advisor CRM and client marketing platforms that have helped advisors transform their firms, allowing them to focus more on their essential client relationships and significantly growing their businesses.

In his 30+ years in the industry, Kris has worked for 2 major Insurance Companies, as well as in the Consultant/Broker/Advisor capacity and for one of the top MGA’s in Canada.

Kris’ experience has given him the ability to appreciate all angles of the Insurance / Financial / Group Benefits landscape and to create expansive relationships within the Market Place – using this experience as a resource to achieve mutually beneficial solutions. Having been an Advisor, and working closely with Advisors his whole career is what brought Kris to AdvisorConX.

At his core, he believes that with the right tools available, we will help Advisors in growing their business’ and helping their Clients – and we will all succeed together.