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!

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Intro

00:00 • 2min

Navigating Advice Tech: Innovations and Personal Reflections

01:41 • 3min

Integrating AI in Financial Advisory

04:39 • 23min

Innovations in Financial Advice Delivery and Cybersecurity Challenges

27:51 • 3min

Enhancing Cybersecurity and Future Innovations in Advice Delivery

31:04 • 7min