In Focus: How automation can revolutionise client retention episode artwork

EPISODE · Jul 30, 2024 · 33 MIN

In Focus: How automation can revolutionise client retention

from The Adviser Podcast Network · host Momentum Media

As the broker channel works tirelessly to secure competitive rates for clients, innovative platforms such as Sherlok provide a wealth of opportunities. In this episode of In Focus, sponsored by Sherlok, we sit down with Adam Grocke, the platform's founder and CEO, to learn more about the platform and how technologies such as artificial intelligence (AI) and machine learning can revolutionise client retention. Tune in to find out: The opportunity for brokers to write significant volumes from existing clients. The benefits of leveraging innovations such as AI and machine learning. How Sherlok's retention and refinancing platform works. And much more!

Episode metadata supplied by the publisher feed · Published Jul 30, 2024

Embed this episode

NOW PLAYING

In Focus: How automation can revolutionise client retention

0:00 33:07

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Adviser Podcast Network?

This episode is 33 minutes long.

When was this The Adviser Podcast Network episode published?

This episode was published on July 30, 2024.

Can I download this The Adviser Podcast Network episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!