AdviceTech Podcast 101 – Paradino

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Podcast

AdviceTech Podcast 101 – Paradino

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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

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AdviceTech Podcast 101 – Paradino

Podcast

AdviceTech Podcast 101 – Paradino

Quiz

Details

Learning Outcomes

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