AdviceTech Podcast 164 – Regi

Earn 0.75 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

AdviceTech Podcast 164 – Regi

Details

In this episode, Pat speaks with Eloise Somerford and Julia Vojkovic from 3Lines. They explore how 3Lines Group’s AI-driven compliance tools -particularly their “Regi” suite (chat, reviews, and vets) – are evolving to help AFSL licensees centralise compliance, enhance advice reviews and pre-vetting, and integrate AI into workflows without replacing human judgment.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

0.25 Regulatory Compliance and Consumer Protection

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

List item goes here and here and here and here and here
List item goes here and here and here and here and here, List item goes here and here and here and here and here, List item goes here and here and here and here and here, List item goes here and here and here and here and here.
List item goes here and here and here and here and here

AdviceTech Podcast 164 – Regi

Podcast

AdviceTech Podcast 164 – Regi

Quiz

Details

Learning Outcomes

Nice Job!

Unfortunately