Enhancing Your Technology, Business & Client Experience #4

Aug 20, 2024

Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director at Wattle Partners, discuss optimizing technology in financial advisory firms. They emphasize the need for streamlined workflows and collaboration to enhance client experiences. They explore the role of AI and automation in improving efficiency while addressing ethical considerations and transparency in client relationships. The conversation highlights the cultural shifts needed for successful tech integration and the importance of tailored approaches for diverse demographics.

Ask episode

Chapters

Transcript

Episode notes

Intro

00:00 • 2min

Navigating Financial Advisory Transformations

01:58 • 13min

Harnessing AI and Automation for Business Efficiency

15:01 • 7min

Navigating Challenges in Business Technology Implementation

21:51 • 2min

Navigating AI's Role in Business Ethics and Client Trust

24:13 • 3min

Navigating Culture and Technology in Financial Advice

27:22 • 11min