AdviceTech Podcast #27 - intelliflo
Ensombl Advice Australia
00:00
The Importance of Gamified Fact Finding for Advisors
There's a full gamified fact find. A lot of advisors use this as their fact finding approach, and the reality is we think that's really important. We've got open banking capability as well. Certainly in the UK, we're bringing that to the Australian version in the next few months as well. It gives you real data about income expenditure, where people are spending stuff. What's the essential expenditure, what's optional, and so on. And I think that kind of technology more widely rolled out is actually what's going to solve some of the advice gap which incidentally exists across the globe.
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