Enhancing Your Technology, Business & Client Experience 1

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Earn 0.70 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection 0.70 CPD Pts

Complete the quiz to earn 0.70 CPD Points

Quiz

Podcast

Enhancing Your Technology, Business & Client Experience 1

Quiz

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

Complete the quiz to earn 0.70 CPD points.

1. What was one of the major impacts of COVID-19 on financial advice technology?

Advisors stopped using technology altogether
It accelerated the adoption of digital tools in financial advice
It had no impact on financial advice technology

2. What is a key advantage of using client portals in financial advice businesses?

They allow secure communication and document exchange
They replace the need for financial advisors entirely
They increase the time required for client meetings

3. Why is open data integration crucial for financial advice businesses?

It allows seamless connection between different technology systems
It restricts innovation by limiting technology choices
It makes cybersecurity unnecessary

Details

In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David Pritchard, Executive Director CFS Wrap. They discuss the impact of technology on customer experience, including personalisation, efficiency, cybersecurity, and the need to design the advice experience properly while leveraging technology. CPD Points Allocation: Technical Competence 0.3 Client Care and Practice 0.2 Regulatory Compliance & Consumer Protection 0.2

Learning Outcomes

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

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Enhancing Your Technology, Business & Client Experience 1

Podcast

Enhancing Your Technology, Business & Client Experience 1

Quiz

Details

Learning Outcomes

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