Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

AdviceTech Podcast #120 - Meldus

Informações:

Sinopsis

This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide AI-powered insights from Salesforce with minimal setup required, its unique value proposition, data security and governance considerations, and the potential future roadmap for the tool. Glenn Elliott LinkedIn: https://www.linkedin.com/in/glennelliott72/ Meldus Website: https://www.meldus.com/ A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250307 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/