AdviceTech Podcast #154 - Client First Tech Stacks
Update: 2025-11-20
Description
Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25112001-42460001
0.25 Client Care & Practice
0.25 Technical Competence
In 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: https://ensombl.com/go/20251121
General Disclaimer – https://www.ensombl.com/disclaimer/
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