Season 1: Episode 35
Duration: 31 mins
In this episode of the Transact Podcast, Tom Phillips, Integrations and UX Manager at Transact, speaks with adviser Francois van der Merwe about how small and medium sized firms can make better use of AI, data and APIs without needing a dedicated IT team.
Together they explore:
why smaller advice firms may be uniquely positioned to benefit from AI
how AI powered workflows can help reduce administrative tasks
the role of APIs and open data in creating more connected advice businesses
practical uses of AI, from automated reporting to workflow management
how technology can strengthen compliance processes and operational efficiency
the importance of balancing AI capabilities with human judgement and
the common pitfalls firms should avoid when implementing new technology.
Throughout the episode, Francois shares real world examples from his own business, including how he has used AI to automate reporting, build personalised workflows and create systems that free up more time for client relationships.
Whether you’re already embracing AI or simply curious about where to begin, this episode offers actionable ideas for harnessing the power of AI to improve the way you and your business operate.
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