AdviceTech Podcast 107 – Otto Finance

Produced By: Ensombl

Earn 0.55 CPD Points

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

Complete the quiz to earn 0.55 CPD Points

Quiz

Podcast

AdviceTech Podcast 107 – Otto Finance

Quiz

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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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AdviceTech Podcast 107 – Otto Finance

Podcast

AdviceTech Podcast 107 – Otto Finance

Quiz

Details

Learning Outcomes

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