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.
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AdviceTech Podcast #120 – Meldus
This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
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AdviceTech Podcast #119 – Ensombl CPD
This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
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AdviceTech Podcast #118 – Netwealth: Future of Technology in Advice Feature
This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth’s use …
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AdviceTech Podcast #117 – Filenote.ai
In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits …
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AdviceTech Podcast #116 – Caelus Labs
In this episode, Pat is joined by Stefan D’Alessandro, Co-founder at Caelus Labs. They discuss the development of …
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AdviceTech Podcast #125 – iFactFind
This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can …
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AdviceTech Podcast #124 – Planimate
In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …
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AdviceTech Podcast #123 – Data-Driven Tech Stacks
This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage …
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AdviceTech Podcast #122 – The Adviser Portal
This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced …
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AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
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AdviceTech Podcast #120 – Meldus
This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
-
AdviceTech Podcast #119 – Ensombl CPD
This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
-
AdviceTech Podcast #118 – Netwealth: Future of Technology in Advice Feature
This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth’s use …
-
AdviceTech Podcast #117 – Filenote.ai
In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits …
-
AdviceTech Podcast #116 – Caelus Labs
In this episode, Pat is joined by Stefan D’Alessandro, Co-founder at Caelus Labs. They discuss the development of …
-
AdviceTech Podcast #125 – iFactFind
This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can …
-
AdviceTech Podcast #124 – Planimate
In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …
-
AdviceTech Podcast #123 – Data-Driven Tech Stacks
This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage …
-
AdviceTech Podcast #122 – The Adviser Portal
This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced …
-
AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
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Engine Room Podcast #62 – Leigh Fernando and Daniel Zaffino
This week, Rocksy is joined by Leigh Fernando and Daniel Zaffino from BlueRock. They discuss how BlueRock has …
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AdviceTech Podcast #124 – Planimate
In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …
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#485 Paul Conte
Paul is Senior Financial Planner at Heath & Finance Integrated. Paul’s practice specialises in providing complex financial advice …
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Engine Room Podcast #61 – Rob Jones and Richard Abbey
In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their …
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Investment Podcast #23 – Quarterly Update
In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly …
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AdviceTech Podcast #125 – iFactFind
This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can …
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#485 Nick Donnelly and MaryAnn de Mestre
In this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, …
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AI for Advice Practices #1
In this installment, Sacha talks with James Wartho, CEO of FinTalkr, and Andrew Wootton, General Manager at FYG …
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AI for Advice Practices #2
In this episode, Sacha is joined by Jason Fowler, Principal of Fowler’s Group and Director of FYG Planners. …
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AI for Advice Practices #3
In this final episode, Sacha speaks with Ashley Jones, CEO of Razilio, and James Wartho, CEO of FinTalkr. …
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Engine Room Podcast #62 – Leigh Fernando and Daniel Zaffino
This week, Rocksy is joined by Leigh Fernando and Daniel Zaffino from BlueRock. They discuss how BlueRock has …
-
AdviceTech Podcast #124 – Planimate
In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …
-
#485 Paul Conte
Paul is Senior Financial Planner at Heath & Finance Integrated. Paul’s practice specialises in providing complex financial advice …
-
Engine Room Podcast #61 – Rob Jones and Richard Abbey
In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their …
-
Investment Podcast #23 – Quarterly Update
In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly …
-
AdviceTech Podcast #125 – iFactFind
This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can …
-
#485 Nick Donnelly and MaryAnn de Mestre
In this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, …
-
AI for Advice Practices #1
In this installment, Sacha talks with James Wartho, CEO of FinTalkr, and Andrew Wootton, General Manager at FYG …
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AI for Advice Practices #2
In this episode, Sacha is joined by Jason Fowler, Principal of Fowler’s Group and Director of FYG Planners. …
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AI for Advice Practices #3
In this final episode, Sacha speaks with Ashley Jones, CEO of Razilio, and James Wartho, CEO of FinTalkr. …