AdviceTech Podcast 160 – OnReport

Earn 0.75 CPD Points

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

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

AdviceTech Podcast 160 – OnReport

Details

In this episode, Pat speaks with Lachlan Brien, Consultant & Director at OnReport. They discuss how advice firms can turn fragmented data into actionable insights using Power BI, CRM as a source of truth, effective dashboard design, data quality and integrations, and the evolving role of AI in analytics.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 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 160 – OnReport

Podcast

AdviceTech Podcast 160 – OnReport

Quiz

Details

Learning Outcomes

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