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Friday AdviceTech Podcast

AdviceTech Podcast #158 - Engagement Hub Update

22 January 2026

About this episode

In this episode, Patrick speaks with Martin Morris and Sandeep Rao from Engagement Hub. They discuss how Engagement Hub has transformed into a comprehensive, AI-enhanced platform for advisers and clients, with a focus on improved engagement, compliance, and future plans for broader adoption and dealer group integration.
MMMartin Morris and Sandeep RaoGuest