AdviceTech Podcast #122 - The Adviser Portal

20 Mar 2025 • 39 min • EN
39 min
00:00
39:08
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This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced by advisers, and how Zurich is leveraging technology to streamline processes and enhance client experiences. Andrew also touches on the future of technology in risk advice and the importance of integration with adviser workflows. Andrew Prior LinkedIn: https://www.linkedin.com/in/andrew-prior-112560a0/ The Adviser Portal: https://advisers.zurich.com.au/resources/adviser-portal Zurich Website: https://www.zurich.com.au/ A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250321 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

From "Ensombl Advice Australia"

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