Ensombl Advice Australia cover image

AdviceTech Podcast #27 - intelliflo

Ensombl Advice Australia

00:00

Oxford Risk Integration

Oxford risk integration is within our sort of advice flow. And so that's kind of how that sits. But in, in future, they may want to start integrating with our client portal capability. I do think if we were going back maybe six or seven years, a lot of advisors were fearful actually of the technology and how it was going to disintermediate their relationships with clients. Now 98% of the advisors who use our technology in the UK use our call in portal,. The authority. So at one point it was 0% and 0% saying that they needed a client portal. That has changed immensely. You know, because there's nothing more frustrating than seeing some great presses or

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app