Most RecentMost ViewedMost LikesHow to build a better client review process Digital tools can streamline processes, provide insights into the effectiveness of your client engagement and improve efficiency The modern Prometheus Could AI be a “co-pilot” for today’s financial adviser, or is it more of a black box? How automating the client review process can save you time We cover the types of tasks that can be automated – and what’s best done the traditional way. Shape the future of financial advice in Australia Contribute to a landmark piece of industry research