Transforming the Future of Financial Planning with Chris Davies

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.