When asked whether technology will enable or challenge what Advisers do and how they service their clients, Peter Lalor (CEO of Money Brilliant) sums it up brilliantly when he says that tech will no doubt change what Advisers do, but this change will also bring with it fantastic opportunities.
So if technology can be an enabler for Advisers, how can we make sure we’re utilising a suite of tech products which best compliments our unique value propositions?
This episode is for the Adviser who wants to better understand the opportunities tech presents and how it can be used to give a sophisticated and intelligent client experience.
7:40 – How Peter is teaming his professional career in Financial Services with his love for tech
16:10 – Open banking: Friend or foe?
18:00 – The consumer data right in Australia. What it is, how it affects our clients and the opportunities it presents.
28:40 – How Money Brilliant is doing the heavy lifting for Advisers who incorporate cash flow in their value proposition
33:15 – The benefit of integrating cash flow platform into CRM to create complete customer experiences
40:14 – What can Advisers do to speed up tech integration offered by providers
Peter Lalor LinkedIn https://www.linkedin.com/in/peter-lalor-4a89aaa/
MoneyBrilliant and Salesforce https://youtu.be/UjeJdbV4goE
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Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It’s the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.