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>
ʻAʻole i kākau ʻia kēia ʻanuʻu
Hoʻohana i STT.ai e hoʻololi i kēia ʻāpana me AI. E loaʻa i ka huaʻōlelo pololei me ka ʻike ʻana i ka mea kākau, nā manawa, a me ka hoʻouna ʻana i nā ʻano like ʻole.