Choosing Technology Without Getting Caught Up in the Hype with Marius Botha

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Financial advice businesses have more technology choices than ever before. New platforms, AI tools and software promises appear constantly, which makes it harder to know what is worth paying attention to and what is simply noise.

So how can financial advice businesses make better technology decisions without getting distracted by hype or putting client information at risk?

In this episode of PROpulsion LIVE, Francois du Toit speaks with Marius Botha, Founder and Managing Director of WorkPool, about how advice businesses can make better technology choices.

They discuss:

How to start with the business problem before looking for software
How to avoid technology decisions driven by FOMO
What to consider before adding another tool
Why process matters as much as technology
How to think about AI without chasing every new development
What advisers should understand about client data and technology providers
Whether businesses should look for one platform or several connected tools
What more than 20 years of working with businesses has taught Marius about making technology work

Marius also shares lessons from building WorkPool since 2002 and working with businesses across financial services and other industries.

WorkPool was recently recognised among the Top 10 Rated Advice Technology Solutions, based on ratings from financial advice professionals.

This conversation is about cutting through the noise, asking better questions and making technology decisions that support the way your business needs to work.

PROpulsion LIVE helps financial planners, advisers and advice businesses move From Knowing to Doing.