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23min chapter
AdviceTech Podcast #112 - Advice Designer
Ensombl Advice Australia
Integrating AI in Financial Advisory
This chapter explores the evolving role of artificial intelligence in the financial advisory sector, focusing on tools like Apple products and ChatGPT. The speakers discuss their consulting experience, addressing challenges in technology integration and the development of advice tech solutions to enhance client interactions. Additionally, the chapter highlights the functionalities of their Advice Designer tool and the potential future integration of AI features to streamline financial planning processes.
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