Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

AdviceTech Podcast #66 - Feature: AI and Netwealth

Informações:

Sinopsis

This week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and challenges of artificial intelligence in the advice industry, focusing on how advisors can start leveraging AI tools to improve their businesses and better serve clients. Netwealth's Advicetech page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/  Racheal Collogan Linkedin: https://www.linkedin.com/in/rachealcollogan/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/    Leave a voice message for Peita: https://www.speakpipe.com/PeitaD   A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240119 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/