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>
Questo episodio non è stato ancora trascritto
Usa STT.ai per trascrivere questo episodio con AI. Ottieni un testo accurato con rilevamento altoparlanti, timestamp ed esportazione in più formati.