AdviceTech Podcast #78 - Content Snare

Ensombl Advice Australia

English - April 11, 2024 13:00 - 42 minutes - 46.7 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: #440 Tom McDonald

Next Episode: Engine Room Podcast #33 - Thabojan Rasiah

This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to simplify data collection and document management for advice practices by reducing email back-and-forth and enabling features like automated workflows, AI-powered requests, and integrations with common tools.

James Rose LinkedIn: https://www.linkedin.com/in/jamesrose0/
Content Snare Website: https://contentsnare.com/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

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