AdviceTech Podcast #151 - Power Automate for Advisers
<p>In this episode, Pat speaks with Charmaine Hall, Director at Unbound Financial. They discuss how Charmaine has built and automated a modern financial advice tech stack using Power Automate, AI tools, and workflow optimisations to enhance efficiency and client experience.</p> <p>Charmaine Hall LinkedIn: https://www.linkedin.com/in/charmaine-hall-551225b1/<br /> Unbound Financial Website: https://unboundfinancial.com.au/<br /> Charmaine's Post on Automation: https://app.ensombl.com/posts/89913555</p> <p>A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251010</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>
এই অধ্যায় এতিয়াও অনুলিপি কৰা হোৱা নাই
AI ৰ সৈতে এই অধ্যায়ৰ অনুলিপি কৰিবলৈ STT.ai ব্যৱহাৰ কৰক। স্পিকার চিনাক্তকৰণ, সময়চিহ্ন আৰু বহুবিধ বিন্যাসত এক্সপোৰ্টৰ সৈতে সঠিক টেক্সট প্ৰাপ্ত কৰক।