AdviceTech Podcast #126 - SARA

In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2's SARA, an AI-powered SOA Review Assistant that helps advisers pre-vet their advice documents by using advanced vector indexing and compliance checks, with the goal of reducing human error while maintaining essential human oversight.

Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a/ SARA (iComply2): https://www.icomply2.com.au/sara Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250418

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/