AdviceTech Podcast #151 - Power Automate for Advisers
Update: 2025-10-09
Description
In this episode, Pat speaks with Charmaine Hall, Director at Unbound Financial. They discuss how Charmaine has built and automated a modern financial advice tech stack using Power Automate, AI tools, and workflow optimisations to enhance efficiency and client experience.
Charmaine Hall LinkedIn: https://www.linkedin.com/in/charmaine-hall-551225b1/
Unbound Financial Website: https://unboundfinancial.com.au/
Charmaine's Post on Automation: https://app.ensombl.com/posts/89913555
A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251010
General Disclaimer – https://www.ensombl.com/disclaimer/
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