Creating a successful digital advice model

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Tutor:

  • Mark Loosmore, Executive General Manager - Wealth, Iress

Questions asked:

  1. Why should data be at the heart of an adviser firm's business?
  2. What are the benefits of automating your business processes?
  3. Which tools should adviser firms consider when offering digital client engagement?
  4. How can digital tools help with delivering advice at scale?

Channel

Akademia Shorts