Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice
AdviceTech Podcast #102 - 3Lines 2.0
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:40:46
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Sinopsis
In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features of 3Lines 2.0, which aims to streamline compliance management for financial services licensees by offering a comprehensive, AI-enhanced solution that addresses common pain points and enables licensees to focus more on serving their clients. 3Lines Website: https://www.3lines.com.au/ Eloise Somerford LinkedIn: https://www.linkedin.com/in/eloise-somerford-467aab47/ Julia Vojkovic LinkedIn: https://www.linkedin.com/in/julia-vojkovic-708563114/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of community awaits you at Netwealth: https://ensombl.com/go/20240927 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/