Predicting the future of technology in financial planning with Roger Portnoy
In this episode of the NextGen Planners TechStack \xae Podcast, Adam Carolan chats with Roger Portnoy, the Chief Strategy Advisor for Object Way SPA.\xa0
In this episode, they discuss the future of innovation in the wealth management sector,\xa0 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.\xa0
Discover the NextGen Planners TechStack \xae \U0001f449 nextgenplanners.co.uk/tech-stack
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