In Focus: How Automation Can Revolutionise Client Retention The Adviser Podcast Network podcast

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In Focus: How automation can revolutionise client retention

2M ago 33:07

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Konten disediakan oleh The Adviser and Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The Adviser and Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

As the broker channel works tirelessly to secure competitive rates for clients, innovative platforms such as Sherlok provide a wealth of opportunities.

In this episode of In Focus, sponsored by Sherlok, we sit down with Adam Grocke, the platform’s founder and CEO, to learn more about the platform and how technologies such as artificial intelligence (AI) and machine learning can revolutionise client retention.

Tune in to find out:

The opportunity for brokers to write significant volumes from existing clients.
The benefits of leveraging innovations such as AI and machine learning.
How Sherlok’s retention and refinancing platform works.

And much more!

… continue reading

532 episode

#Finance #Business #Business Disciplines #Momentum Media #Trading #Adviser #Bite Sized

Artwork

In Focus: How automation can revolutionise client retention

The Adviser Podcast Network

82 subscribers

published 2M ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh The Adviser and Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The Adviser and Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

As the broker channel works tirelessly to secure competitive rates for clients, innovative platforms such as Sherlok provide a wealth of opportunities.

In this episode of In Focus, sponsored by Sherlok, we sit down with Adam Grocke, the platform’s founder and CEO, to learn more about the platform and how technologies such as artificial intelligence (AI) and machine learning can revolutionise client retention.

Tune in to find out:

The opportunity for brokers to write significant volumes from existing clients.
The benefits of leveraging innovations such as AI and machine learning.
How Sherlok’s retention and refinancing platform works.

And much more!

… continue reading

532 episode

#Finance #Business #Business Disciplines #Momentum Media #Trading #Adviser #Bite Sized

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