Enhancing Your Technology, Business & Client Experience 4
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Earn 0.60 CPD Points
Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and Ethics
0.60 CPD Pts
Complete the quiz to earn 0.60 CPD Points
Podcast
Enhancing Your Technology, Business & Client Experience 4
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Quiz
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Complete the quiz to earn 0.60 CPD points.
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1. What is a key challenge faced by financial advice firms when integrating new technology?
2. How does automation improve the client experience in advice firms?
3. What is an ethical concern when using AI in financial advice?
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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