In this episode, Kimberley Dondo chats with Madeleine Debney, co-founder of Otto, about her shift from asset management to developing an AI-powered platform for wealth managers.
They discuss how Otto supports advisers by streamlining workflows, automating tasks like fact finds and suitability reports, and enhancing client relationships. Madeleine also shares insights into Otto’s evolution, its approach to compliance and her vision for the role of AI in financial services.
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