In this episode of The Trusted Adviser, Rob Pyne sits down with Neil Kendall, Managing Director of Tupicoffs and former Chair of the FAAA, to explore how forward-thinking advice firms can leverage technology to lift compliance, protect client data, and deliver a better client experience.

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Topics Discussed

• AI-Driven Compliance with Theta Lake
• Client Engagement and Data Security with MyProsperity
• Real-Time Client Insights via Salesforce Financial Services Cloud
• Reducing Compliance Burden and Staff Costs
• Cyber Security as a Business Imperative
• Balancing Multiple Systems

Show notes and transcript

For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser Website here: