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Show Notes
This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz aims to revolutionise financial advice through innovative technologies like AI, open banking, and ID verification, with the goal of reducing administrative burdens and empowering advisers to focus on client relationships.
Cody Harmon LinkedIn: https://www.linkedin.com/in/codyharmon/ Nat Daley LinkedIn: https://www.linkedin.com/in/nat-daley-1735b738/ Cruz Website: https://www.cruz.financial/
A world of client data awaits you at Netwealth: https://ensombl.com/go/20250425
Recognise real-world learning as CPD: https://ensombl.com/cpd/
General Disclaimer – https://www.ensombl.com/disclaimer/