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.
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Oldest Tech
- Aaron Breed still owns his original Super Nintendo.
- He now plays it with his six-year-old son.
AI Uses
- Use AI for email writing and summarizing to improve communication clarity.
- Start with back-end automation for efficiency gains that users don't necessarily see.
Unintentional Career Path
- Aaron Breed's career path was unintentional, evolving from fitness to finance and operations.
- He emphasizes the importance of diverse life experiences and continuous improvement.