podcast
How Technology is Driving Client Engagement in Financial Planning
In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle is joined by Patrick Spencer, Managing Director of Moneytree Software, to discuss how emerging technologies can and are reshaping the financial planning landscape. Patrick shares insights into Moneytree's platform, emphasizing personalization, trust, and goal-based engagement between advisors and clients. Explore the transformative power of AI and UX/UI advancements and how they affect the financial industry in real-time.