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.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Exploring Astute Wheel and the Intersection of Technology and Memory
01:58 • 2min
Enhancing Client-Advisor Interactions
03:56 • 11min
Streamlining Client Reviews with Advanced Software Solutions
15:04 • 4min
Enhancing Insurance Advisement with Innovative Tools
19:32 • 6min