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Ensombl Advice Australia

Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
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Now displaying: Page 1
Apr 12, 2019

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.

Episode highlights:

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

Show Notes:
Peter Lalor LinkedIn https://www.linkedin.com/in/peter-lalor-4a89aaa/
MoneyBrilliant https://www.moneybrilliant.com.au/
MoneyBrilliant and Salesforce https://youtu.be/UjeJdbV4goE

General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast is brought to you by Salesforce (https://sfdc.co/XY). Blaze new trails to richer client relationships with the world's #1 CRM.

We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.

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.

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