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The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo
Manage episode 503262172 series 2431232
Content provided by Marc Bautis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marc Bautis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
AI is transforming wealth management – but what does that really look like for financial advisors and their clients?
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Daniel Yoo, Founder and CEO of FinMate AI. Daniel shares his journey from financial advisor to fintech entrepreneur, and how his company is helping advisors stream operations, enhance client experiences, and stay ahead of the curve with AI-powered solutions.
In this episode, you will learn:
- The real-world problems FinMate AI solves – and why note-taking was the first challenge tackled.
- The importance of privacy and security in AI, and how FinMate approaches data retention.
- Where AI is already proving valuable in wealth management, from meeting summaries to market signal analysis.
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Tune in to discover how AI is reshaping the advisor-client relationship and what’s next for AI in financial services.
Resources:
Episode Transcript & Blog | FinMate AI | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
263 episodes
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Manage episode 503262172 series 2431232
Content provided by Marc Bautis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marc Bautis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
AI is transforming wealth management – but what does that really look like for financial advisors and their clients?
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Daniel Yoo, Founder and CEO of FinMate AI. Daniel shares his journey from financial advisor to fintech entrepreneur, and how his company is helping advisors stream operations, enhance client experiences, and stay ahead of the curve with AI-powered solutions.
In this episode, you will learn:
- The real-world problems FinMate AI solves – and why note-taking was the first challenge tackled.
- The importance of privacy and security in AI, and how FinMate approaches data retention.
- Where AI is already proving valuable in wealth management, from meeting summaries to market signal analysis.
- And more!
Tune in to discover how AI is reshaping the advisor-client relationship and what’s next for AI in financial services.
Resources:
Episode Transcript & Blog | FinMate AI | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
263 episodes
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Similar to The Agent of Wealth
We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
…
continue reading
1
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…
continue reading
The daily drama of money and work from the BBC.
…
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continue reading
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continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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continue reading
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continue reading
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