{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/0489576141b94878ae3ebf0b35568d2f\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/0489576141b94878ae3ebf0b35568d2f-f6a0feef85d78b3d.gif","duration":310.326,"title":"Enhancing Client Review Workflows with Otto","description":"In this video, I provide a brief overview of how our Otto platform automates the annual review workflow for advisors. I demonstrate how Otto integrates with the advisor's tech stack to streamline client interactions, from sending meeting links to preparing follow-up documentation. I encourage you to explore how these customizable features can enhance your firm's processes. Please take a moment to consider how we can implement these workflows in your practice."}