The Future of Financial Advice: Data, AI and Client Experience | Azets Wealth Management

What happens when a leading wealth management firm takes a step back and asks: "If we were a new client today, would we still be using our CRM this way?" In this conversation, Steve from Azets Wealth Management shares how that simple question led to a complete re-onboarding programme, CRM optimisation project and renewed focus on data quality, client experience and AI readiness. We discuss: ✅ Building a national financial advice business through acquisition ✅ Why culture matters more than capability when acquiring firms ✅ The business case for client portals and secure messaging ✅ Why data quality underpins every successful technology strategy ✅ How Azets approached CRM re-onboarding after 14 years ✅ The growing role of AI in financial advice ✅ Preparing the business for the next generation of adviser technology ✅ Creating better client experiences through Personal Finance Portal and annual review workflows One of the biggest takeaways? Modernisation doesn't always start with new technology. Sometimes it starts by challenging how you're using the technology you already have. If you're a financial adviser, wealth management leader, operations director or technology decision-maker, this conversation is packed with practical lessons on scaling advice businesses while improving client outcomes.