Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and Ethics
0.50 CPD Pts
Complete the quiz to earn 0.50 CPD Points
Podcast
AdviceTech Podcast 101 – Paradino
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.50 CPD points.
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2
1. What is the primary goal of AI integration in financial advice processes, as discussed in the session?
2. What does Paradino’s file noting feature primarily aim to do for financial advice firms?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
Details
In this week’s episode, Pat talks to Josh Ratnarajah, Co-Founder at Paradino. They discuss Paradino’s vision to connect the back office and automate the advice process using AI, including their current file note automation functionality, upcoming features, and the potential for AI to enhance client relationships and reduce the cost of advice.
Accreditation Points Allocation:
Technical Competence 0.2
Client Care and Practice 0.1
Regulatory Compliance and Consumer Protection 0.1
Professionalism and Ethics 0.1
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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