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What is EATT?
EATT 2025 Battle of the Tech Demo – Otto
Synopsis:
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Seamless Client Servicing – Streamlines onboarding, meetings, reporting, and communication.
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Smart Integrations – Compatible with existing tech stacks and CRMs.
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AI-Powered Transcription & Search – Enables instant retrieval of financial concepts from conversations.
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Customisable AI Summaries & Task Management – Organises key insights and follow-ups efficiently.
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Automated Report Generation – Converts meeting transcriptions into professional reports.
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End-Client Portal – Enhances client-adviser communication and collaboration.
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Vision – Aiming to revolutionise financial advice with cutting-edge AI solutions.
In their own words:
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Otto is an AI-powered digital paraplanner that automates back office workflows so that advisers can spend more time focussing on what matters–their clients.
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Otto processes data across and subsequently automates various workflows to help drastically reduce their administrative burden, saving hundreds of hours per month and driving a modern, high-touch client proposition.
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Otto seamlessly integrates with wealth managers’ existing tech stacks, consolidating multiple tools into one agentic AI system that understands and grows with their business.
Company Info
HQ: UK
Founded: 2020
Product Displayed: Otto Finance
Presenter: Madeleine Debney
Our Analysis
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