AdviceTech Podcast #147 - Atom Automation
Ensombl Advice Australia
00:00
AI and Automation in Financial Advisory
This chapter explores the transformative role of AI and automation in financial advisory practices, illustrating how these tools enhance workflows rather than replace human advisors. The discussion includes insights from the founders of Atom Automation, who share their journey into no-code solutions and the importance of tailoring automation to specific practices. Additionally, it highlights the complexities of automating client processes and managing data collection efficiently.
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