Ensombl Advice Australia

AdviceTech Podcast #122 - The Adviser Portal


Listen Later

This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced by advisers, and how Zurich is leveraging technology to streamline processes and enhance client experiences. Andrew also touches on the future of technology in risk advice and the importance of integration with adviser workflows.

Andrew Prior LinkedIn: https://www.linkedin.com/in/andrew-prior-112560a0/ The Adviser Portal: https://advisers.zurich.com.au/resources/adviser-portal Zurich Website: https://www.zurich.com.au/

A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250321

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/

...more
View all episodesView all episodes
Download on the App Store

Ensombl Advice AustraliaBy Ensombl


More shows like Ensombl Advice Australia

View all
Motley Fool Money by LiSTNR

Motley Fool Money

94 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

14 Listeners

The Money Puzzle by The Australian

The Money Puzzle

47 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

63 Listeners

The ifa Show by Momentum Media

The ifa Show

0 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

13 Listeners

Your Wealth by NAB

Your Wealth

8 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

17 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

30 Listeners

Investing Compass by Morningstar Australia

Investing Compass

26 Listeners

Retire Right by Glen James

Retire Right

24 Listeners

Chanticleer by Australian Financial Review

Chanticleer

18 Listeners

The Fin by Australian Financial Review

The Fin

19 Listeners

15 Minutes with the Boss by The Australian Financial Review

15 Minutes with the Boss

6 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

7 Listeners