This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz aims to revolutionise financial advice through innovative technologies like AI, open banking, and ID verification, with the goal of reducing administrative burdens and empowering advisers to focus on client relationships.
A world of client engagement awaits you at Netwealth
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AdviceTech Podcast #130 – Workato Update
In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the …
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AdviceTech Podcast #129 – Less Stack, More Strategy
This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth’s strategic approach …
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AdviceTech Podcast #128 – Oreana Partnerships
In this episode, Pat speaks with Amy Hatch, Technology Delivery Manager at Oreana Partnerships. They discuss the evolution …
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AdviceTech Podcast #127 – Cruz
This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz …
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AdviceTech Podcast #126 – SARA
In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2’s SARA, an AI-powered SOA …
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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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#492 Nicola Beswick
Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two …
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Creating Generational Wealth #1
In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss …
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Creating Generational Wealth #2
In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance …
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Creating Generational Wealth #3
In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore …
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AdviceTech Podcast #130 – Workato Update
In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the …
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#491 Daniel Tubman
Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their …
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AdviceTech Podcast #129 – Less Stack, More Strategy
This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth’s strategic approach …
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#490 Trish Gregory
Trish is a Financial Adviser – Insurance Specialist at Hayes & Co Insurance Services. She shares her journey …
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Alternative Investing – Infrastructure #1
In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore …
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Alternative Investing – Infrastructure #2
In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how …