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AdviceTech Podcast 102 – 3Lines 2.0

Produced By: Ensombl

Earn 0.65 CPD Points
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Podcast

AdviceTech Podcast 102 – 3Lines 2.0

00:00:00 00:00:00

Quiz

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Details

In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features of 3Lines 2.0, which aims to streamline compliance management for financial services licensees by offering a comprehensive, AI-enhanced solution that addresses common pain points and enables licensees to focus more on serving their clients.


Accreditation Points Allocation:

Technical Competence 0.20

Client Care and Practice 0.05

Regulatory Compliance and Consumer Protection 0.30

Professionalism and Ethics 0.05

General 0.05

Total CPD Points: 0.65

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