Insights & Innovation

Insights on transforming financial advice through technology and innovation

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Process & AI 12 min read

The Future of Financial Advice: Process-Driven Orchestration

Moving beyond document-based workflows to digitised, orchestrated processes that seamlessly coordinate work between team members and AI assistants.

David Deegan

Founder

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Business Strategy 6 min read

Manufacturing Efficiency Meets Financial Advice Delivery

Learn how the Theory of Constraints from manufacturing can revolutionise your advice process. Discover the five focusing steps to identify and eliminate bottlenecks in your workflow.

David Deegan

Founder

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Origin Story 8 min read

Introducing Advice Innovation Hub: Building the Future of Financial Advice

After 20 years in financial advice, I'm building AI-powered tools to transform how advisers deliver value to their clients. This is the story of why I created Advice Innovation Hub and where we're heading.

David Deegan

Founder

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