Want to create an interactive transcript for this episode?
Podcast: Ensombl Advice Australia
Episode: AdviceTech Podcast #154 - Client First Tech Stacks
Description: Earn 0.50 CPD here: https://quiz.cpdcheck.com/ENSO-26032500-223100010.25 Client Care & Practice0.25 Technical CompetenceIn this week's episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. They explore how a client-first financial firm leverages technology, automation, and AI tools to streamline operations, enhance compliance, and put client needs at the center of their services.Shaye Marx LinkedIn: https://www.linkedin.com/in/shaye-marx-08a8431b4/Kofkin Bond & Co Website: https://kofkinbond.com.au/A world of business efficiency awaits you at Netwealth...