Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26031202-02180001
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
0.25 Client Care and Practice

In this episode, Pat speaks with Eloise Somerford and Julia Vojkovic from 3Lines. They explore how 3Lines Group’s AI-driven compliance tools -particularly their “Regi” suite (chat, reviews, and vets) - are evolving to help AFSL licensees centralise compliance, enhance advice reviews and pre-vetting, and integrate AI into workflows without replacing human judgment.

Eloise Somerford LinkedIn: https://www.linkedin.com/in/eloise-somerford-467aab47/
Julia Vojkovic LinkedIn: https://www.linkedin.com/in/julia-vojkovic-708563114/
3Lines Website: https://www.3lines.com.au/
Founder Wins and Losses Article: https://www.linkedin.com/pulse/founder-wins-losses-building-regireviews-one-week-time-julia-vojkovic-8gxxc/

Between Meetings with Matt Heine – Discover a podcast for wealth professionals: https://ensombl.com/go/20260313

General Disclaimer – https://www.ensombl.com/disclaimer/