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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: Page 1
May 22, 2024

In this episode of the NextGen Planners TechStack ® Podcast Adam Carolan chats with Founder of Model Office Chris Davies. 

Here they talk about the transformative power of cutting-edge technologies in the financial planning industry,  the importance of integrating tech for data analysis  and the disruptive potential of technologies like GPT-driven chat services in banking. 

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

 

Timestamps  

 

00:00 Introduction, AI history, robo advisors' impact discussed. 

03:35 Robos automate investment tasks, tools used actively. 

07:37 Professional indemnity insurance, risk management, compliance costs. 

12:13 Quality data and tech drive best performance. 

13:29 Tech firms eyeing financial services, regulatory risks. 

19:31 Technology isn't magic, but crucial for business. 

20:51 NextGen planners must employ data analytics effectively. 

24:24 Software integrates data for Microsoft 365 and Power BI. 

28:13 Summary: Ensuring control and compliance in technology implementation. 

 

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