In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and advisory process.
A world of efficiency awaits you at Netwealth
Join the Ensombl platform:
App Store
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Desktop
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AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
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AdviceTech Podcast #107 – Otto Finance
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims …
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AdviceTech Podcast #106 – Canwi
In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial …
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AdviceTech Podcast #105 – Scrybd
This week, Pat is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss …
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AdviceTech Podcast #104 – Wealth Maximiser
In this episode, Pat speaks with Lucy Winship, Head of Strategic Ventures at Wealth Maximiser. They take a …
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AdviceTech Podcast #103 – Advant Group
This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing …
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AdviceTech Podcast #102 – 3Lines 2.0
In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features …
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AdviceTech Podcast #101 – Paradino
In this week’s episode, Pat talks to Josh Ratnarajah, Co-Founder at Paradino. They discuss Paradino’s vision to connect …
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AdviceTech Podcast #100 – moneyGPS
This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, …
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AdviceTech Podcast #99 – Annature
This week, Pat talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature …
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
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Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …
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AdviceTech Podcast #107 – Otto Finance
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims …
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#468 Fran Hughes
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
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Engine Room Podcast #53 – Daniel Harris
In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into …
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AdviceTech Podcast #106 – Canwi
In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial …
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#467 Naz Pochynok and Julien Renard
In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey …