Transitioning from legacy to AI-native technology in advice

After more than twenty years leading technology implementation across multiple sectors including financial services, and more recently within financial advice, it is clear to me that advisers are being held back by the quality and the connectivity of the tech ecosystem they operate in. Despite the existence of a range of tools that support everyday workflows, including customer relationship management, back-office systems, and artificial intelligence portals, the current architecture is restricting advisers from fully benefiting from the pace of innovation, and what technology can now do...