Predicting the future of technology in financial planning with Roger Portnoy
Jun 05, 2024•45 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Roger Portnoy, the Chief Strategy Advisor for Object Way SPA.
In this episode, they discuss the future of innovation in the wealth management sector, the unique challenges of introducing new technology in a trust-oriented and heavily regulated industry and how AI can revolutionise client acquisition, engagement, and operational processes.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
For the best experience, listen in Metacast app for iOS or Android