Podcasts · Friday AdviceTech Podcast

Friday AdviceTech Podcast
AdviceTech Podcast #158 - Engagement Hub Update
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
