{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/63d6635d45284700118ac9cf/6abd8a3256d8e12f09eac521?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"How advice tech should work for paraplanners (not the other way round)","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/63d6635d45284700118ac9cf/1790805478114-4aa1b8eb-b50f-4cf6-9a37-9dbaa9712a62.jpeg?height=200","description":"<p>Host Richard Allum is joined by <u><a href=\"https://www.transact-online.co.uk/\" rel=\"noopener noreferrer\" target=\"_blank\">Transact’s</a></u> chief development officer, Andrew Cullen-Jones, to explore how paraplanners and the firms they work for can get the most out of advice tech.</p><p>Among the topics Richard and Andrew tackle in their half-hour conversation are:</p><ul><li>the enduring issue of rekeying data</li><li>what an API is and what it does</li><li>why you should know which system’s data wins when two disagree</li><li>distinguishing between AI hype and AI help</li><li>how the role of CRMs could change</li><li>why the human side of advice matters</li></ul><p>Plus Andrew suggests one thing that all paraplanners and their firms should consider doing before seeking the next bit of software for help.</p><p>When launches of new tech and AI innovation seem never-ending, and keeping on top of what’s new feels like an impossible task, this conversation offers a welcome pause for thought.</p><p><br></p><h4>Useful links</h4><p><a href=\"https://www.wovenmarketmap.com/map-download\" rel=\"noopener noreferrer\" target=\"_blank\">Woven Advice Market Map</a></p><p><a href=\"https://vimeo.com/1231840982?share=copy&amp;fl=sv&amp;fe=ci\" rel=\"noopener noreferrer\" target=\"_blank\">Video: watch this episode on Vimeo</a></p>","author_name":"Paraplanners' Assembly"}