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 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 The modern Prometheus Could AI be a “co-pilot” for today’s financial adviser, or is it more of a black box?
