AdviceTech Podcast 105 – Scrybd

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Earn 0.70 CPD Points

Technical Competence Reg Compliance & Consumer Protection Professionalism and Ethics General 0.70 CPD Pts

Complete the quiz to earn 0.70 CPD Points

Quiz

Podcast

AdviceTech Podcast 105 – Scrybd

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.70 CPD points.

1. What is one primary advantage of using generative AI in financial planning?

Reduced compliance requirements
Accurate and efficient file note generation
Elimination of human involvement

2. What is Kohl Gianoli's key focus in his work with Insource Automation?

Creating financial plans for clients
Building custom CRMs for advisors
Empowering businesses to implement automation solutions

3. Which tool is highlighted as an effective way to automate client workflows within the Microsoft suite?

PowerPoint
Excel
Power Automate

Details

This week, Pat is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss the origin and development of Scrybd, an AI powered document generation tool, as well as the automation consulting services provided by Insource Automation, which empowers small businesses to utilise low-code/no-code tools like Power Automate and Power Apps. Accreditation Points Allocation: Technical Competence 0.3 Regulatory Compliance and Consumer Protection 0.2 Professionalism and Ethics 0.1 General 0.1 Total CPD Points: 0.70

Learning Outcomes

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AdviceTech Podcast 105 – Scrybd

Podcast

AdviceTech Podcast 105 – Scrybd

Quiz

Details

Learning Outcomes

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