From AI to Client Portals with Danni Le Grande

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Head of Consulting at Finura Group Danni Le Grande Here they discuss; the integration of advanced technology in advice platforms, the burgeoning use of client portals for improved cybersecurity, and the challenges and opportunities presented by technology.  Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack