As discussed in this latest episode of Finance Specialist, host Jack Campbell and special guest Jason Back, founder and director of Broker Essentials, promote a key message for brokers: adapt and integrate, or risk being left behind.
The catalyst for this conversation is the upcoming Broker Innovation Summit in Melbourne. This summit isn’t just about technology for technology’s sake – it’s a hands-on exploration of the practical tools – from AI-powered research assistants to advanced document collection systems – that are reshaping the broker’s day-to-day role.
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