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Ensombl Advice Australia
AdviceTech Podcast #110 - Driving Tech Change: CRMs, Automation & AI
Nov 21, 2024
Aaron Breed, Head of Advice at Infinity Financial Consultants and a finalist in the Australian AI Awards, dives into the transformative role of AI in financial services. He shares a three-phase strategy for seamlessly integrating technology, highlighting how automation tools enhance efficiency while keeping client interactions personal. Breed also discusses navigating technology changes within teams, the importance of data security, and fostering collaboration using Microsoft Teams, all aimed at driving innovation in the financial consultancy landscape.
52:19
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Quick takeaways
- The podcast emphasizes a structured three-phase approach for integrating AI and technology in financial advisory practices to improve operational efficiency.
- The transition to a new CRM system reflects the necessity of aligning team preferences and business needs to facilitate smoother implementation and engagement.
Deep dives
The Role of AI in Financial Advisory
The podcast features a discussion on how AI is being integrated into financial advisory practices, particularly through a structured three-phase approach. This method includes backend automations for tasks like sentiment analysis and client interactions, which are essential for streamlining operations. An example highlighted during the episode is the development of an internal AI-driven file noting tool meant for all team members, not just advisors, thus democratizing access to technology. The aim is to enhance team productivity while maintaining quality outcomes, demonstrating a commitment to leveraging AI's benefits throughout the organization.
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