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Episode details

0:00 – Intro
8:13 – Improving client onboarding and handover processes in financial planning.
10:21 – Platform changes and their impact on financial advisors.
13:00 – Improving financial platform implementation and user experience.
18:26 – Expanding SME support, integrations with new platforms and software.
21:29 – AI and chatbots in financial planning.
31:14 – Reducing documentation for software providers.
34:29 – Adapting to the ever-changing world of financial advice.
35:07 – Peita’s final thoughts on ProductRex.

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