Customising Salesforce for planners

In this episode of The Trusted Adviser, Rob Pyne sits down with Neil Kendall, Managing Director of Tupicoffs and former Chair of the FAAA, to explore how forward-thinking advice firms can leverage technology to lift compliance, protect client data, and deliver a better client experience. Neil shares how his firm uses AI-powered tools like Theta Lake for full-spectrum compliance monitoring, MyProsperity for secure data aggregation, and Salesforce FSC to maintain live, daily balance sheets for every client. From reducing PI premiums to automating training insights and boosting cyber resilience, Neil’s approach is a blueprint for modernising financial advice.