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Ensombl Advice Australia
AdviceTech Podcast #112 - Advice Designer
Dec 5, 2024
Dipal Khatri and Aron Satchell, co-founders of Finura Group, dive into their innovative tool, Advice Designer, designed for wealth tech strategy. They discuss the integration of AI in financial advisory, addressing key challenges and opportunities. Cybersecurity is pivotal, with their journey toward achieving ISO 27001 certification highlighted. The duo also explores how modern tech enhances client engagement and transforms traditional advice practices into streamlined, efficient processes. Get ready for a peek into the future of advice delivery!
38:14
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Quick takeaways
- Advice Designer significantly improves financial advice delivery by streamlining document generation and enhancing client experiences through integrated technology.
- Security and compliance are top priorities for Advice Designer, evidenced by their ISO 27001 certification and collaboration with compliance experts to protect sensitive client information.
Deep dives
Streamlining Advice Delivery with Technology
Advice Designer has been developed to address the challenges financial practices face with traditional advice delivery methods, such as lengthy document generation time and poor client experiences. The tool offers an efficient solution by integrating seamlessly with existing systems like X-Plan, allowing advisors to import client data and create advice documents quickly. Pre-loaded content, including 135 strategies and educational flyers, enhances the advice preparation process, making it more streamlined and user-friendly. This technological innovation aims to eliminate the need for practices to rely on outdated methods like emailed Statements of Advice, thereby improving both efficiency and client satisfaction.
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