AdviceTech Podcast #129 - Less Stack, More Strategy

This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth's strategic approach to technology and AI, focusing on building a custom file noting solution called Meeting Ally that aims to improve efficiency and capacity for advisers by creating an intelligent "ally" that streamlines the advice production process.

Nick Downey LinkedIn: https://www.linkedin.com/in/nick-downey-53279559/ Direct Wealth Website: https://directwealth.com.au/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250509

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

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