Most RecentMost ViewedMost LikesWhy the client portal is the most important technology choice of all One of the most pivotal parts of client engagement is your digital gateway. I'm Kim Payne, Advisely client expert Let’s cut down the inefficiencies that take valuable time away from client relationships. How to build a better client review process Digital tools can streamline processes, provide insights into the effectiveness of your client engagement and improve efficiency 3 ways improving processes can speed up your SoA creation Find out how keeping your processes up-to-date can help streamline SoA delivery AI – risks, rewards and big opportunities ahead If your approach to AI has been to put your head in the sand and ignore it, then it’s time to be proactive and explore both the risks and opportunities this emerging technology represents Cyber crime: a driver of sleepless nights? The significant increase in cyber incidents is likely to drive up costs for advice practices. How can you prepare? How to adapt advice to the differing needs of Gen Y and Gen Z Embracing technology and personalising your service are two mainstays of any financial adviser’s work and even more so for clients under 40 Scams and bad actors: managing your risk Cyber criminals fleeced Aussies to the tune of more than $3 billion dollars last year – and that’s just the scams that were reported. This cyber expert can help you prepare for the worst The cost benefits of cybersecurity Learn how to safeguard against online threats – while protecting your bottom line. The modern Prometheus Could AI be a “co-pilot” for today’s financial adviser, or is it more of a black box?