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Predicting the future of technology in financial planning with Roger Portnoy
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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 Roger Portnoy, the Chief Strategy Advisor for Object Way SPA.
In this episode, they discuss the future of innovation in the wealth management sector, the unique challenges of introducing new technology in a trust-oriented and heavily regulated industry and how AI can revolutionise client acquisition, engagement, and operational processes.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
260 episodes
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Manage episode 422057986 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 Roger Portnoy, the Chief Strategy Advisor for Object Way SPA.
In this episode, they discuss the future of innovation in the wealth management sector, the unique challenges of introducing new technology in a trust-oriented and heavily regulated industry and how AI can revolutionise client acquisition, engagement, and operational processes.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
260 episodes
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