Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
コンテンツは NextGen Planners によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、NextGen Planners またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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Transforming the Future of Financial Planning with Chris Davies
Manage episode 419557215 series 2950105
コンテンツは NextGen Planners によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、NextGen Planners またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode of the NextGen Planners TechStack ® Podcast Adam Carolan chats with Founder of Model Office Chris Davies.
Here they talk about the transformative power of cutting-edge technologies in the financial planning industry, the importance of integrating tech for data analysis and the disruptive potential of technologies like GPT-driven chat services in banking.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
Timestamps
00:00 Introduction, AI history, robo advisors' impact discussed.
03:35 Robos automate investment tasks, tools used actively.
07:37 Professional indemnity insurance, risk management, compliance costs.
12:13 Quality data and tech drive best performance.
13:29 Tech firms eyeing financial services, regulatory risks.
19:31 Technology isn't magic, but crucial for business.
20:51 NextGen planners must employ data analytics effectively.
24:24 Software integrates data for Microsoft 365 and Power BI.
28:13 Summary: Ensuring control and compliance in technology implementation.
266 つのエピソード
シェア
Manage episode 419557215 series 2950105
コンテンツは NextGen Planners によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、NextGen Planners またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode of the NextGen Planners TechStack ® Podcast Adam Carolan chats with Founder of Model Office Chris Davies.
Here they talk about the transformative power of cutting-edge technologies in the financial planning industry, the importance of integrating tech for data analysis and the disruptive potential of technologies like GPT-driven chat services in banking.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
Timestamps
00:00 Introduction, AI history, robo advisors' impact discussed.
03:35 Robos automate investment tasks, tools used actively.
07:37 Professional indemnity insurance, risk management, compliance costs.
12:13 Quality data and tech drive best performance.
13:29 Tech firms eyeing financial services, regulatory risks.
19:31 Technology isn't magic, but crucial for business.
20:51 NextGen planners must employ data analytics effectively.
24:24 Software integrates data for Microsoft 365 and Power BI.
28:13 Summary: Ensuring control and compliance in technology implementation.
266 つのエピソード
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NextGen Plannersに似ているもの
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
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continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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continue reading
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