Transforming the Future of Financial Planning with Chris Davies

NextGen Planners

May 22, 2024•32 min

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Episode description

In this episode of the NextGen Planners TechStack ® Podcast Adam Carolan chats with Founder of Model Office Chris Davies.

Here they talk about the transformative power of cutting-edge technologies in the financial planning industry, the importance of integrating tech for data analysis and the disruptive potential of technologies like GPT-driven chat services in banking.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Timestamps

00:00 Introduction, AI history, robo advisors' impact discussed.

03:35 Robos automate investment tasks, tools used actively.

07:37 Professional indemnity insurance, risk management, compliance costs.

12:13 Quality data and tech drive best performance.

13:29 Tech firms eyeing financial services, regulatory risks.

19:31 Technology isn't magic, but crucial for business.

20:51 NextGen planners must employ data analytics effectively.

24:24 Software integrates data for Microsoft 365 and Power BI.

28:13 Summary: Ensuring control and compliance in technology implementation.

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