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Ensombl Advice Australia
AdviceTech Podcast #96 - Elemnta
Aug 15, 2024
Shaun Green, Chief Executive Officer at Elemnta, specializes in solving non-standard data issues in wealth management. He shares insights on leveraging technology to streamline financial processes and enhance collaboration between advisors and product manufacturers. The conversation highlights the challenges of inconsistent compliance frameworks and the critical need for data standardization. Green emphasizes the importance of experience combined with innovation to tackle industry hurdles and improve operational efficiency in the finance sector.
33:11
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Quick takeaways
- Elemnta aims to resolve non-standard data issues in wealth management by developing middleware solutions for seamless data integration.
- The podcast highlights how technology is transforming financial advisory practices by minimizing administrative burdens and enhancing client interactions.
Deep dives
Addressing Data Integration Challenges
The discussion centers around the significant problem of non-standard data and lack of integration in the wealth management industry, a challenge that is persisting and holding back progress. Sean Green from Elementor emphasizes the limitations of current practices, specifically how various data formats complicate interactions between financial advisors and product manufacturers. To combat this, Elementor is developing a middleware solution that facilitates seamless data transfer, ensuring that information can be standardized and effectively utilized across different systems. This solution aims to create an interconnected environment that enhances operational efficiency and the overall client experience.
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Discover
highlights
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