Opex Connect: Recent Episodes
Opex Consulting
Opex Connect is a bi-monthly ‘mini-conference’ of ideas, problem solving and new possibilities for the financial services industry. Brought to you by Opex Consulting, you’ll discover the aspiring ways technology can be leveraged to enable better practices, processes, and profits. This podcast is for finance professionals who are excited about technology, smarter processes, and finding a better, more streamlined way of working.
How do you know if it’s time to review your tech stack and streamline your financial business processes? When you have a sneaky suspicion that something’s not quite right, operationally (and you can’t figure out what it is). We chat with Estelle Oaks about Efficiency Audits and how financial planning businesses could benefit from this.
Since day one, Opex has aimed to solve the biggest, boldest problems for financial advisers… by creating technology that liberates finance businesses.
From the early days of two-person consulting to today’s team of 30+, Opex’s vision has remained unchanged: to help financial businesses transform through technology solutions, so you work smarter not harder.