Sign up to save your podcasts
Or
Share Predicting the future of technology in financial planning with Roger Portnoy
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Predicting the future of technology in financial planning with Roger Portnoy
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
View all episodes
By NextGen Planners
3.5
44 ratings
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
More shows like NextGen Planners
View all
All-In with Chamath, Jason, Sacks & Friedberg
9,799 Listeners
Parenting Hell with Rob Beckett and Josh Widdicombe
989 Listeners
Adviser 3.0: The Podcast
0 Listeners
TRAP: The Real Adviser Podcast
5 Listeners
Bulletproof Entrepreneur
0 Listeners