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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 advisor workflows and improve the client experience.
Madeleine Debney LinkedIn: https://www.linkedin.com/in/madeleinedebney/ Otto Finance Website: https://ottofinance.io/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode