Skip to content
Episode details

In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he created FinTalkr, and the key ways it can help improve advisor productivity and compliance by automating the analysis and organisation of voice data from client meetings in real-time.

A world of engagement awaits you at Netwealth

Join the Ensombl platform:
App Store
Google Play

Episode links

More from the AdviceTech Podcast

The latest