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moneyGPS SMSF and AI: Transforming How You Engage with Your Clients

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Manage episode 479911449 series 2330481
Content provided by David Smith + Mark Holton, Smithink and David Smith + Mark Holton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Smith + Mark Holton, Smithink and David Smith + Mark Holton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Artificial Intelligence (AI) and digital technology are transforming industries at an unprecedented pace, offering businesses new ways to streamline operations, enhance decision-making, and improve client experiences.

In this session, George Haramis, CEO and Co-Founder of https://moneygps.com.au/, joins David to explore how both are reshaping financial services and how professionals can harness the potential of this technology to drive efficiency and innovation.

With real-world insights from moneyGPS—an award-winning digital financial advice platform—George will demonstrate practical applications of AI and digital technology in client engagement, compliance, and business scalability.

Learn how tech-driven solutions can integrate seamlessly into your practice, empowering you to provide high-quality financial guidance with greater speed and accuracy.

Whether you’re looking to optimise internal processes, enhance service delivery, or future-proof your business, this session will provide the strategies and tools you need to navigate the AI and new-world technology revolution.

Don’t miss this opportunity to gain expert knowledge on integrating AI into your business model effectively.

Presented By:

David Smith, Smithink + George Haramis + Aaron Williamson, moneyGPS

  continue reading

82 episodes

Artwork
iconShare
 
Manage episode 479911449 series 2330481
Content provided by David Smith + Mark Holton, Smithink and David Smith + Mark Holton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Smith + Mark Holton, Smithink and David Smith + Mark Holton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Artificial Intelligence (AI) and digital technology are transforming industries at an unprecedented pace, offering businesses new ways to streamline operations, enhance decision-making, and improve client experiences.

In this session, George Haramis, CEO and Co-Founder of https://moneygps.com.au/, joins David to explore how both are reshaping financial services and how professionals can harness the potential of this technology to drive efficiency and innovation.

With real-world insights from moneyGPS—an award-winning digital financial advice platform—George will demonstrate practical applications of AI and digital technology in client engagement, compliance, and business scalability.

Learn how tech-driven solutions can integrate seamlessly into your practice, empowering you to provide high-quality financial guidance with greater speed and accuracy.

Whether you’re looking to optimise internal processes, enhance service delivery, or future-proof your business, this session will provide the strategies and tools you need to navigate the AI and new-world technology revolution.

Don’t miss this opportunity to gain expert knowledge on integrating AI into your business model effectively.

Presented By:

David Smith, Smithink + George Haramis + Aaron Williamson, moneyGPS

  continue reading

82 episodes

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