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.