AdviceTech Podcast 162 - rubica

Earn 1.0 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 1.0 CPD Pts

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Quiz

Podcast

AdviceTech Podcast 162 - rubica

Details

This week, Pat speaks with Aaron Breed, Product, Automation and Implementation Lead at rubica. They discuss how their shared “tell your story once” philosophy is driving the design of rubica’s API‑first, AI‑ready CRM and operations platform - using custom forms, entity maps, and deep integrations (e.g. Teams, Microsoft, Salesforce) to unify client data, automate workflows, and deliver scalable, high‑quality advice experiences.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

0.25 Regulatory Compliance and Consumer Protection

0.25 Professionalism and Ethics

Learning Outcomes

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

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AdviceTech Podcast 162 - rubica

Podcast

AdviceTech Podcast 162 - rubica

Quiz

Details

Learning Outcomes

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