Future-Proofing Financial Planning with Fintech Expert Jason Pereira
In this episode of the NextGen Planners TechStack \xae Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada.\xa0
Here they chat about technological innovations reshaping the financial planning landscape, the potential of artificial intelligence, and the importance of clean, rich data for enhancing efficiency in financial planning systems and CRMs.\xa0
Discover the NextGen Planners TechStack \xae \U0001f449 nextgenplanners.co.uk/tech-stack