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Podcast: Ensombl Advice Australia
Episode: AdviceTech Podcast #162 - rubica
Description: Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26021804-404200010.25 Technical Competence0.25 Professionalism and Ethics0.25 Regulatory Compliance and Consumer Protection0.25 Client Care and PracticeThis week, Pat speaks with Aaron Breed, Product, Automation and Implementation Lead at rubica. They discuss how their shared “tell your story once” philosophy is driving the design of rubica’s API‑first, AI‑ready CRM and operations platform - using custom forms, entity maps, and deep integrations (e.g. Teams, Microsoft, Salesforce) to unify client data, automate workflows, and deliver scalable, high‑quality advice experiences.Aaron Breed LinkedIn: ht...