Home Content Details

AdviceTech Podcast 107 – Otto Finance

Produced By:

Earn 0.55 CPD Points
Complete the quiz to earn 0.55 CPD Points

Podcast

AdviceTech Podcast 107 – Otto Finance

00:00:00 00:00:00

Quiz

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

Details

This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims to solve using AI-powered features like meeting assistants and report generation, and the potential of AI to streamline adviser workflows and improve the client experience. Accreditation Points Allocation: Technical Competence 0.25 Client Care and Practice 0.15 Regulatory Compliance and Consumer Protection 0.10 Professionalism and Ethics 0.05 Total CPD Points: 0.55

Nice Job!

You completed
AdviceTech Podcast 107 – Otto Finance

Unfortunately

You did not complete
AdviceTech Podcast 107 – Otto Finance
Error: Please enter your full name.
Webinar: AdviceTech Podcast 107 – Otto Finance by Ensombl-LMS