AdviceTech Podcast 101 – Paradino

Produced By: Ensombl

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Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.50 CPD Pts

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Podcast

AdviceTech Podcast 101 – Paradino

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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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AdviceTech Podcast 101 – Paradino

Podcast

AdviceTech Podcast 101 – Paradino

Quiz

Details

Learning Outcomes

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