Host Richard Allum is joined by Transact’s chief development officer, Andrew Cullen-Jones, to explore how paraplanners and the firms they work for can get the most out of advice tech.
Among the topics Richard and Andrew tackle in their half-hour conversation are:
- the enduring issue of rekeying data
- what an API is and what it does
- why you should know which system’s data wins when two disagree
- distinguishing between AI hype and AI help
- how the role of CRMs could change
- why the human side of advice matters
Plus Andrew suggests one thing that all paraplanners and their firms should consider doing before seeking the next bit of software for help.
When launches of new tech and AI innovation seem never-ending, and keeping on top of what’s new feels like an impossible task, this conversation offers a welcome pause for thought.
