In conversation with Poppy Achilles: Data, AI & Client Experience
Alert: "Businesses must start transitioning to be data-led, or they risk becoming irrelevant. Those who fail to integrate data into their operations will fall behind as the industry evolves. It’s not just about compliance or efficiency anymore – it’s about survival."
In this insightful episode, James sits down with Poppy Achilles to discuss three critical pillars for the future of UK financial planning:
- Data – Why it’s the foundation of any business and the importance of data quality in driving client experience, operations, and decision-making.
- AI – How AI can transform the industry, but only when supported by clean, structured data.
- Client Experience – The growing demand for digital-first, seamless interactions, especially as wealth transfers to a new generation of tech-savvy clients.
If you're a business leader thinking about how to stay ahead in the financial services industry, this episode is a must-listen!
▶Dive into the strategic insights:
Apple Podcast | Spotify | YouTube | Website
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