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AI for Advice Practices #3

AI for Advice Practices #3

Ensombl Advice Australia · Ensombl

April 8, 202548m 3s

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Show Notes

In this final episode, Sacha speaks with Ashley Jones, CEO of Razilio, and James Wartho, CEO of FinTalkr. They discuss the critical security considerations for advisers when implementing AI tools, the importance of data protection, Australian hosting, client privacy, and choosing enterprise-grade AI solutions that prioritise security and compliance.

Ashley Jones LinkedIn: https://www.linkedin.com/in/ashley-jones-3934421/ Razilio Website: https://www.razil.io/ James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/ FinTalkr Website: https://mytalkr.com/fintalkr

To learn more about how Fintalkr can help your business view our Solutions Showcase, available in the AdviceTech feed of Ensombl: https://ensombl.com/go/20250409

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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