Treceți offline cu aplicația Player FM !
Navigating the Digital Wave with David Davies
Manage episode 400928135 series 2950105
In this second episode, Adam Carolan and David Davies delve into the digital transformation sweeping through the financial advice sector.
They discuss the increasing role of technology in improving efficiency and client interactions, particularly through the use of digital tools for tasks like meeting note-taking. This technological shift enables advisors to focus more on their clients, fostering better conversations and understanding.
David is leading efforts at Navos to revolutionise the financial planning industry by developing a tool that leverages data and AI to automate back-office operations and compliance tasks for financial advisors.
This conversation underscores the critical need for the profession to embrace digital advancements to stay competitive and relevant.
Find out more about them 👉 https://navos.co.uk/
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
265 episoade
Manage episode 400928135 series 2950105
In this second episode, Adam Carolan and David Davies delve into the digital transformation sweeping through the financial advice sector.
They discuss the increasing role of technology in improving efficiency and client interactions, particularly through the use of digital tools for tasks like meeting note-taking. This technological shift enables advisors to focus more on their clients, fostering better conversations and understanding.
David is leading efforts at Navos to revolutionise the financial planning industry by developing a tool that leverages data and AI to automate back-office operations and compliance tasks for financial advisors.
This conversation underscores the critical need for the profession to embrace digital advancements to stay competitive and relevant.
Find out more about them 👉 https://navos.co.uk/
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
265 episoade
Toate episoadele
×Bun venit la Player FM!
Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.