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Ensombl Advice Australia
AdviceTech Podcast #97 - AstuteWheel
Aug 22, 2024
Hans Egger, the Managing Director and Co-Founder of AstuteWheel, shares insights on how their platform enhances client engagement and streamlines advisors' workflows. He discusses the integration of AI in financial advising and the evolution of technology in client interactions. The conversation highlights advanced software solutions that facilitate insurance advisement and optimize the client review process. Egger's enthusiasm for innovation shines through as he jokes about old tech while advocating for modern, secure tools that foster client loyalty.
25:08
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Quick takeaways
- AstuteWheel enhances client engagement for financial advisors by streamlining processes through interactive tools and pre-meeting preparation.
- The software prioritizes cybersecurity with a secure portal for sensitive information, ensuring safe communication and efficient data management for clients.
Deep dives
Enhancing Client Engagement with Technology
Astute Wheel is designed to improve how financial advisors engage with their clients through interactive tools and streamlined processes. It facilitates the client experience by offering pre-meeting questionnaires, a financial health check, and a goals questionnaire, enabling clients to articulate their financial needs in their own words. This pre-meeting preparation helps advisors access crucial information quickly, allowing them to focus on strategy during meetings instead of spending time gathering data. The software's visual and interactive features enhance the clarity of financial concepts, making meetings more engaging and productive.
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