In this episode of The WealthTech Insider, Danni Le Grande and Simon Betchley dive into part two of our Tech Health Check series, focusing on the pivotal themes of streamlining the advice process and improving client communication.

We explore:
– The common bottlenecks in advice implementation and how to address them.
– Practical ways to use technology to boost efficiency and client satisfaction.
– The benefits of integrating client portals and CRMs into your workflow.
– Insights into consolidating product providers to simplify operations.

Tune in for actionable takeaways and expert perspectives to refine your tech strategy and elevate your client experience. 

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Access our Technology Health Check at https://finuragroup.com/tech-health-check/

EP 27: Tech Health Check Insights (Part 2): Enhancing Efficiency and Communication