Blog Post

Efficiency

1 MIN READ

A new approach to advice tech

Peter.Worn

Advisely Partner

1 year ago

Why are we dedicating all our tech spend to processes the client will never see? In this video, Finura joint managing director Peter Worn explains why the Australian financial services sector needs to adapt to changing customer expectations about technology.

Updated 1 year ago

Version 2.0

technology

Peter.Worn

Advisely Partner

Joined 04 November 2023

View Profile

Efficiency

Make your advice process faster, better, stronger.

Comments have been turned off for this post

How PE consolidation really impacts advice tech

Given the unprecedented pace of M&A activity in advice, it's worth balancing expectations with reality – especially where tech integrations are concerned.

Peter.Worn

5 months ago

501Views

2likes

0Comments

Episode 2: Tackling tech

Kylie sits down with Iress Xplan expert Courtney Youngblutt to discover the features and efficiency gains that can help keep Kylie's business intact.

Advisely-Team

6 months ago

1.2KViews

2likes

1Comment

Advice Compliance

What is the Advice Compliance "hub"? Why would I use it and when?

ian.rogers

1 year ago

144Views

3likes

5Comments

How smaller firms can bridge the advice gap with tech

Australia's advice gap isn't just the domain of the big end of town.

Peter.Worn

1 year ago

198Views

2likes

0Comments