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0.25 Client Care & Practice
0.25 Technical Competence

In this week's episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. They explore how a client-first financial firm leverages technology, automation, and AI tools to streamline operations, enhance compliance, and put client needs at the center of their services.

Shaye Marx LinkedIn:   / shaye-marx-08a8431b4  
Kofkin Bond & Co Website: https://kofkinbond.com.au/

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