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Which parts of the advice process will be impacted most by technology in the next 5 years?
How smart technology improves advice generation
PADUA Vision & Values 1. Purpose – Enabling financial advisers to provide higher quality advice to more Australian families. 2. Vision – To be the leader in financial advice technology (SaaS) and premium outsourced services to the advice market
3. Identity – Great people powered by smart technology 4. Values – Quality; Collaboration; Innovation & Accountability
5. Behaviours & Principles - Solutions Oriented; Customer Focused; Mutual Respect; Deliver Outcomes; Be positive
PADUA Key Objectives 1. SaaS supporting outsourced services – PADUA proprietary SaaS support Paraplanning, Transition Management outsource service divisions 1. AI meets HI – PADUA combines artificial intelligence (AI) with human intelligence (HI), robo and adviser-driven advice generation
2. Technology integration - PADUA specialises in supporting advisers generate advice & links via API to CRMs - Xplan, Practifi, MyCRM etc 3. Data & Advertising - PADUA captures data which supports us and our clients while providing thought leadership insights to the advice industry 4. Mutually beneficial long-term partnerships – PADUA have formed longterm mutually beneficial partnerships - average customer lifespan > 3 years
SaaS - Advice technology footprint
SaaS – API Integration
Thank you! Any questions before the demo?