Ensombl Advice Australia AdviceTech Podcast #110 - Driving Tech Change: CRMs, Automation & AI
15 snips
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.
AI Snips
Chapters
Transcript
Episode notes
Automated Bookings
- Infinity automated their booking process using Power Automate, resulting in a 30% automated booking rate.
- This change improved client experience and internal office visit rates.
Data-Driven Decisions
- Quantify problems and track improvements with data-driven decisions in automation.
- Implement automated fallback plans within decision trees for comprehensive process improvement.
RPA and AI for Data Entry
- Use Robotic Process Automation (RPA) for tasks like data entry from scanned documents.
- Incorporate AI to handle variations in handwriting and make assumptions, but always include a human review.