AdviceTech Podcast 154 – Client First Tech Stacks

Earn 0.50 CPD Points

Technical Competence Client Care & Practice 0.50 CPD Pts

Complete the quiz to earn 0.50 CPD Points

Quiz

Podcast

AdviceTech Podcast 154 – Client First Tech Stacks

Quiz

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

Complete the quiz to earn 0.50 CPD points.

1. What does the 'DARES' model stand for?

Digital, Automated, Reoccurring, Engaging, Sustainable
Digital, Automated, Reoccurring, Efficient, Sustainable
Digital, Automated, Reoccurring, Efficient, Scalable
Digital, Automated, Reoccurring, Engaging, Scalable

Details

In this week’s episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. They explore how a client-first financial firm leverages technology, automation, and AI tools to streamline operations, enhance compliance, and put client needs at the center of their services.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

Learning Outcomes

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

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AdviceTech Podcast 154 – Client First Tech Stacks

Podcast

AdviceTech Podcast 154 – Client First Tech Stacks

Quiz

Details

Learning Outcomes

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