AdviceTech Podcast #110 - Driving Tech Change: CRMs, Automation & AI
Ensombl Advice Australia
Harnessing AI in Financial Consultancy
This chapter explores the integration of technology, particularly AI and CRMs, at Infinity Financial Consultants. It highlights a structured three-phase approach for adopting AI tools, emphasizing the importance of leadership and a culture of continuous improvement. The speakers share personal experiences and insights on using AI to enhance efficiency and client interactions in the business.
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