Season 4, Episode 7: NextWealth Live - Wealth tech case study: John O'Driscoll
Jul 02, 2024•19 min
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Episode description
In this episode, we present a case study from NextWealth Live 2024. John O’Driscoll, Divisional Director of Business Development & Advice at SJP, discusses how SJP is leveraging AI and automation to simplify the role of financial advisers.
Following the presentation, Heather and Emma provide their insights on the case study.
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