AdviceTech Podcast #54 – Oko Adviser – Time-codes

0:00 – Intro
2:11 – Introduction to Oko Adviser.
9:15 – Sustainable investing and the client onboarding process.
11:57 – ESG investing and its connection to sustainability values.
14:36 – Value alignment in portfolios.
21:11 – ESG investing.
28:08 – Sustainability practices in wealth management.
32:15 – Engaging clients with sustainable investing.
36:29 – The impact sustainable investing has on the financial industry.
48:36 – Using AI to enhance financial advisor-client interactions.
54:05 – Sustainable investing and AI-powered ESG data analysis.
1:01:21 – Peita’s final thoughts on Oko Adviser.