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Podcast: Ensombl Advice Australia
Episode: AdviceTech Podcast #160 - OnReport
Description: Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26020503-345900010.25 Technical Competence0.25 Regulatory Compliance and Consumer Protection0.25 Client Care and PracticeIn this episode, Pat speaks with Lachlan Brien, Consultant & Director at OnReport. They discuss how advice firms can turn fragmented data into actionable insights using Power BI, CRM as a source of truth, effective dashboard design, data quality and integrations, and the evolving role of AI in analytics.Lachlan Brien LinkedIn: https://www.linkedin.com/in/lachlan-brien-905b5a123/OnReport Website: https://onreport.com.au/Between Meetings with Matt...