AdviceTech Podcast #129 - Less Stack, More Strategy

What this episode covers

This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth's strategic approach to technology and AI, focusing on building a custom file noting solution called Meeting Ally that aims to improve efficiency and capacity for advisers by creating an intelligent "ally" that streamlines the advice production process. Nick Downey LinkedIn: https://www.linkedin.com/in/nick-downey-53279559/ Direct Wealth Website: https://directwealth.com.au/ A world of client data awaits you at Netwealth: https://ensombl.com/go/20250509 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

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Frequently Asked Questions

How long is this episode of Ensombl Advice Australia?

This episode is 1 hour and 3 minutes long.

When was this Ensombl Advice Australia episode published?

This episode was published on May 8, 2025.

What is this episode about?

This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth's strategic approach to technology and AI, focusing on building a custom file noting solution called Meeting Ally that aims to improve...

Can I download this Ensombl Advice Australia episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.