Rosemount Financial Solutions (IFA) has put its focus on technology with the appointments of Hrutuja Patnekar and Ash Yavari.
Patnekar will take on the role of full stack developer. She will be responsible for integrating and leveraging AI into the innovative tools provided by the network.
This includes the development of a chatbot for advisers, which will act as a digital assistant, retrieving real-time client data, summarising market trends and providing actionable recommendations.
Yavari joins as an experienced UX/UI Designer. He will be tasked with designing Rosemount’s new website so advisers have an optimised experience when using the network’s tools or portals.
In addition, Rosemount has hired Calum Anderson as social media and marketing assistant.
Rosemount Financial Solutions chief executive officer Ahmed Bawa says: “I am delighted to welcome Hrutuja, Ash and Calum to the Rosemount family. As a network we are passionate about investing in the technology and processes which will help our advisers be more efficient and deliver a higher standard of support to their clients.”
“There’s no question that AI has a big role to play in the future of financial advice, and we want to be at the forefront of integrating it where it can be most effective.”
