Client Engagement – IWant2Know Posted by Adam Wilson | Dec 10, 2025 | Advice Tech Hub, Adviser Software Systems, Client Engagement Marketing & Engagement Advice Tech Hub Home Iwant2know provides client engagement and... Read More
Using Technology Today to Recognise Emotion in Advice – Next Steps Posted by Ian McKenna | Oct 15, 2025 | AI Tools & Services | Discover how financial advisers can use everyday tech like Teams, Zoom, and Otter to recognize emotion in client meetings, improve follow-ups, and meet Consumer Duty requirements. Read More