Enhancing Your Technology, Business & Client Experience #4
Ensombl Advice Australia
Navigating Culture and Technology in Financial Advice
This chapter examines how the integration of AI and disruptive technologies can influence the culture and practices of financial advice firms. It highlights the necessity for a cultural shift towards innovation and client-centric approaches while balancing technology readiness among professionals. The discussion concludes with insights on effective data management and simplified tech choices for facilitating successful technology adoption, especially in smaller enterprises.
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