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

Madeleine Debney, Co-founder of Otto

Thursday, 27th March

11:00am - 12:00pm

Book My Place
MADELEINE

Understand how AI can enhance client relationships while maintaining compliance and trust.

 

Join Madeleine Debney for an insightful exploration of how AI is reshaping wealth management.

Drawing from learnings across professional services, such as the legal and medical sectors, this session will provide a clear vision on what the technology stack of the future will look like for advisers with a suggested path of how to best get there.

Learn practical use cases that can be implemented today and understand how AI can enhance client relationships while maintaining compliance and trust.

 

Learning outcomes

1-Feb-13-2025-01-39-44-9268-PM

Understand the current state and five-year outlook for AI in wealth management

2-Feb-13-2025-01-39-58-2625-PM

Compare AI adoption patterns from parallel industries (legal/medical) and apply lessons to financial services

3-Feb-13-2025-01-39-58-2734-PM

Identify practical AI use cases that can be implemented immediately in advisory practices

 
4-Feb-13-2025-01-39-58-2651-PM

Learn how to optimise client interactions using AI-powered tools

5-Feb-13-2025-01-39-58-2890-PM

Understand how to evaluate and implement AI solutions while maintaining regulatory compliance

Madeleine Debney

Co-founder of 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.
MADELEINE (1)

Ready To Book?

Thursday 27th March

11:00am - 12:00pm

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