Enhancing Your Technology, Business & Client Experience 4

Produced By: Ensombl

Earn 0.60 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.60 CPD Pts

Complete the quiz to earn 0.60 CPD Points

Quiz

Podcast

Enhancing Your Technology, Business & Client Experience 4

Quiz

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

Complete the quiz to earn 0.60 CPD points.

1. What is a key challenge faced by financial advice firms when integrating new technology?

Lack of technology options available
Difficulty in managing compliance requirements
Excessive reliance on human resources

2. How does automation improve the client experience in advice firms?

By reducing the need for human interaction
By improving consistency and efficiency in service delivery
By replacing financial advisers with AI

3. What is an ethical concern when using AI in financial advice?

AI can provide personalised financial advice without human oversight
AI replaces all human decision-making in financial planning
Clients may not be aware if AI is used in their advice process

Details

In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director and Adviser at Wattle Partners. They discuss optimising your tech stack for growth, focusing on streamlining workflows, improving efficiency, and supporting advisers while navigating cultural and ethical considerations.

Accreditation Points Allocation:

Technical Competence 0.2

Client Care and Practice 0.2

Regulatory Compliance and Consumer Protection 0.1

Professionalism and Ethics 0.1

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 4

Podcast

Enhancing Your Technology, Business & Client Experience 4

Quiz

Details

Learning Outcomes

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