In this episode, Tom Dunbar (CEO of Transact) sits down with Richard Brian, Managing Director of Curo, and Joanna Roddis, Head of Client Success, to explore the evolution of Curo and its new Power Platform proposition. They discuss why Microsoft’s Power Platform is a game-changer for adviser firms, how Curo delivers deep integration with Microsoft 365, and what this means for security, data control, and adviser efficiency.
Plus, hear about the cultural shift at Curo, its commitment to service excellence, and Transact’s vision for creating seamless technology ecosystems for financial advisers.
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For more information visit our website at: https://www.transact-online.co.uk
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This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice. All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.