AdviceTech Podcast 158 – Engagement Hub Update

Earn 0.75 CPD Points

Client Care & Practice Reg Compliance & Consumer Protection 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

AdviceTech Podcast 158 – Engagement Hub Update

Details

In this episode, Patrick speaks with Martin Morris and Sandeep Rao from Engagement Hub. They discuss how Engagement Hub has transformed into a comprehensive, AI-enhanced platform for advisers and clients, with a focus on improved engagement, compliance, and future plans for broader adoption and dealer group integration.

Accreditation Points Allocation:

0.50 Client Care and Practice

0.25 Regulatory Compliance and Consumer Protection

Learning Outcomes

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

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AdviceTech Podcast 158 – Engagement Hub Update

Podcast

AdviceTech Podcast 158 – Engagement Hub Update

Quiz

Details

Learning Outcomes

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