Rethinking Financial Advice: Data, Digital Adoption, Future of Client Experience | Chase de Vere

What does it take to build a truly digital-first financial advice business? In this conversation, Bob Kelly from Chase De Vere shares the lessons learned from scaling digital adoption, improving data quality, embedding cashflow planning, and preparing the business for an AI-enabled future. From growing portal adoption from 1,000 users to 17,000, to building a culture around one version of the truth, this discussion explores how technology, data and client experience must work together to create better outcomes for advisers and clients alike. We discuss: ✅ Why client expectations have permanently changed ✅ How Chase De Vere became a digital-first advice business ✅ The importance of data quality and a single source of truth ✅ Why disconnected systems create disconnected experiences ✅ Cashflow planning and the client reaction that surprised everyone ✅ The future of AI in financial advice ✅ How advisers are approaching AI adoption today ✅ Why ecosystems deliver more value than standalone tools ✅ Building stronger client relationships through technology ✅ Preparing for the next generation of financial advice One of the biggest takeaways? Technology isn't the advantage. How you use it is. The firms seeing the greatest success aren't simply adopting more tools. They're building connected ecosystems around trusted data, better client experiences and long-term digital adoption.