AdviceTech Podcast 110 – Driving Tech Change: CRMs, Automation & AI

Produced By: Ensombl

Earn 0.80 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.80 CPD Pts

Complete the quiz to earn 0.80 CPD Points

Quiz

Podcast

AdviceTech Podcast 110 – Driving Tech Change: CRMs, Automation & AI

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.80 CPD points.

1. What was the primary motivation for Aaron Breed's team to transition to their third CRM?

The previous CRM was too expensive
The team needed better integration and alignment with their business vision
The old CRM lacked customer support

2. What is the main reason Aaron Breed’s business opted to build in-house AI solutions?

To avoid licensing costs and maintain control over data
To eliminate the need for external consultants
To focus solely on client-facing technology

3. What strategy does Aaron recommend for successful change management in financial services?

Implementing significant changes all at once to avoid delays
Encouraging a culture of small, continuous improvements
Avoiding team involvement in decision-making

Details

In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how Infinity incorporated AI and technology into the practice, including his strategic approach, specific use cases, and insights on change management and team collaboration.

Accreditation Points Allocation:

0.30 Technical Competence

0.20 Client Care and Practice

0.20 Regulatory Compliance and Consumer Protection

0.10 Professionalism and Ethics

Total CPD Points: 0.80

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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AdviceTech Podcast 110 – Driving Tech Change: CRMs, Automation & AI

Podcast

AdviceTech Podcast 110 – Driving Tech Change: CRMs, Automation & AI

Quiz

Details

Learning Outcomes

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