AdviceTech Podcast 107 – Otto Finance

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Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.55 CPD Pts

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Podcast

AdviceTech Podcast 107 – Otto Finance

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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

Learning Outcomes

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AdviceTech Podcast 107 – Otto Finance

Podcast

AdviceTech Podcast 107 – Otto Finance

Quiz

Details

Learning Outcomes

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