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In this episode, Pat speaks with Lachlan Brien, Consultant & Director at OnReport. They discuss how advice firms can turn fragmented data into actionable insights using Power BI, CRM as a source of truth, effective dashboard design, data quality and integrations, and the evolving role of AI in analytics.

Lachlan Brien LinkedIn: https://www.linkedin.com/in/lachlan-brien-905b5a123/
OnReport Website: https://onreport.com.au/

Between Meetings with Matt Heine – Discover a podcast for wealth professionals: https://ensombl.com/go/20260206

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