Beyond the Hype: How Forward-Thinking Advisers Are Using AI to Get Ahead - RECAP

Beyond the Hype: How Forward-Thinking Advisers Are Using AI to Get Ahead

The recent webinar with Madeleine Debney explored how AI is reshaping wealth management while maintaining compliance and trust.

Drawing insights from professional services like the legal and medical sectors, the session provided a clear vision of the technology stack of the future for advisers and outlined a suggested path to adoption.

Attendees gained practical use cases that can be implemented today and a deeper understanding of how AI can enhance client relationships in an evolving digital landscape.

Madeleine Debney - Co-founder, Otto 

Madeleine, formerly at Fidelity, built digital products and saw the challenges of serving next-gen wealth clients. She later created a network helping young women navigate finances, inspiring her to launch Otto to bring a fresh approach & new technology to client servicing. Her goal is to help close the advice gap, but from under the hood, through empowering advisers with the Otto AI platform.