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AdviceTech Podcast #101 - Paradino
Manage episode 440723945 series 1398082
In this week's episode, Pat talks to Josh Ratnarajah, Co-Founder at Paradino. They discuss Paradino's vision to connect the back office and automate the advice process using AI, including their current file note automation functionality, upcoming features, and the potential for AI to enhance client relationships and reduce the cost of advice.
Josh Ratnarajah LinkedIn: https://www.linkedin.com/in/joshratnarajah/ Paradino Website: https://www.app.paradino.ai/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240920
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
975 епізодів
Manage episode 440723945 series 1398082
In this week's episode, Pat talks to Josh Ratnarajah, Co-Founder at Paradino. They discuss Paradino's vision to connect the back office and automate the advice process using AI, including their current file note automation functionality, upcoming features, and the potential for AI to enhance client relationships and reduce the cost of advice.
Josh Ratnarajah LinkedIn: https://www.linkedin.com/in/joshratnarajah/ Paradino Website: https://www.app.paradino.ai/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240920
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
975 епізодів
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