Paradino invites you to their event
About this event
Three live 30-minute sessions to get you set up, confident, and making the most of Paradino - whether you're just getting started or want to make sure you've been using it the right way.
🔹 Account Setup & Overview: The essentials for getting started: setting up your profile, connecting your practice Knowledge Base, and preparing your templates.
🔹 Recordings & Summaries: How to record client meetings in Paradino and turn them into accurate summaries/file notes in just minutes
🔹 Advice Docs & Strategy Assist: How to generate Strategy Papers, Advice Requests, Records of Advice, and Statements of Advice, with Athena guiding you through the process step by step.
How to register: Select the session you wish to attend from the drop-down, and if you wish to attend multiple, you'll be able to select which ones to attend using the tickboxes and register for all.
See you there!
Paradino is an AI advice automation platform for financial advisers, helping advice teams move from meeting notes to review-ready advice documents with greater speed, consistency and control.
