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From AI to Client Portals with Danni Le Grande
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Content provided by NextGen Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NextGen Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Head of Consulting at Finura Group Danni Le Grande
Here they discuss; the integration of advanced technology in advice platforms, the burgeoning use of client portals for improved cybersecurity, and the challenges and opportunities presented by technology.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
262 episodes
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Manage episode 417116233 series 2950105
Content provided by NextGen Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NextGen Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Head of Consulting at Finura Group Danni Le Grande
Here they discuss; the integration of advanced technology in advice platforms, the burgeoning use of client portals for improved cybersecurity, and the challenges and opportunities presented by technology.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
262 episodes
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Similar to NextGen Planners
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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continue reading
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