Show notes
Are you wondering how AI can enhance your financial advice business while keeping your client data secure? Or perhaps you're unsure how to offer a service that meets the needs of all potential clients?
In this episode, we sit down with Madeleine from Otto Finance, who is at the forefront of AI for financial advisers. She shares her expert insights on how AI can streamline your processes, improve client outcomes, and—most importantly—how to ensure your data remains yours.
Madeleine’s passion and top tips will give you the confidence to explore AI without compromising control.
Got questions?…
Website: share.transistor.fm
