Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and Ethics
0.55 CPD Pts
Complete the quiz to earn 0.55 CPD Points
Podcast
AdviceTech Podcast 107 – Otto Finance
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.55 CPD points.
1
2
1. Which of the following is NOT a feature of Otto, as discussed in the podcast?
2. What is one of the key challenges addressed by Otto in the wealth management space?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
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
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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