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Enhancing Your Technology, Business & Client Experience #1

Author
Ensombl
Published
Tue 20 Aug 2024
Episode Link
https://ensombl.com/podcasts/

In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David Pritchard, Executive Director CFS Wrap. They discuss the impact of technology on customer experience, including personalisation, efficiency, cybersecurity, and the need to design the advice experience properly while leveraging technology.

Brett Arnol LinkedIn: https://www.linkedin.com/in/brett-arnol-6185678a/ Viridian Financial Group Website: https://viridianfinancialgroup.com.au/ David Pritchard LinkedIn: https://www.linkedin.com/in/davidjpritchard/

Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821

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