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409. Changing the Advisor-Client Relationship with AI

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Manage episode 502624344 series 2633287
Content provided by SSNC Blue Prism. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SSNC Blue Prism 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.

In this episode,host Michael Marchuk interviews Daniel Yoo, the founder of Fin Mate. Daniel shares his extensive academic background and professional experience in finance and technology. Together, they explore the ways AI is transforming the financial advisory space, particularly in operational efficiencies and client-advisor relationships. The discussion covers how AI can enhance personalization, trust, and accessibility while addressing the challenges and ethical concerns surrounding data privacy and industry adoption.

Here’s what we talked with Daniel about:

-AI's Role in Financial Advisory

-Client-Advisory Relationship Dynamics

-Data Privacy and AI in Finance

-Future of Financial Advisory with AI

-Challenges and Opportunities in AI Adoption

Visit us on our socials:

🦾 Get started with SS&C Blue Prism: https://okt.to/JcMLdU

🧑‍💻LinkedIn: https://okt.to/k8zIdp

✖️Twitter: https://okt.to/fHyd9G

🙋‍♀️Facebook: https://okt.to/Vyjfiz

📸Instagram: https://okt.to/5nYvIf

💭Blog: https://okt.to/QuGqVP

🤩Case studies: https://okt.to/ft1AMX

To ensure that you never miss an episode of Transform NOW, be sure to subscribe!

  continue reading

408 episodes

Artwork
iconShare
 
Manage episode 502624344 series 2633287
Content provided by SSNC Blue Prism. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SSNC Blue Prism 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.

In this episode,host Michael Marchuk interviews Daniel Yoo, the founder of Fin Mate. Daniel shares his extensive academic background and professional experience in finance and technology. Together, they explore the ways AI is transforming the financial advisory space, particularly in operational efficiencies and client-advisor relationships. The discussion covers how AI can enhance personalization, trust, and accessibility while addressing the challenges and ethical concerns surrounding data privacy and industry adoption.

Here’s what we talked with Daniel about:

-AI's Role in Financial Advisory

-Client-Advisory Relationship Dynamics

-Data Privacy and AI in Finance

-Future of Financial Advisory with AI

-Challenges and Opportunities in AI Adoption

Visit us on our socials:

🦾 Get started with SS&C Blue Prism: https://okt.to/JcMLdU

🧑‍💻LinkedIn: https://okt.to/k8zIdp

✖️Twitter: https://okt.to/fHyd9G

🙋‍♀️Facebook: https://okt.to/Vyjfiz

📸Instagram: https://okt.to/5nYvIf

💭Blog: https://okt.to/QuGqVP

🤩Case studies: https://okt.to/ft1AMX

To ensure that you never miss an episode of Transform NOW, be sure to subscribe!

  continue reading

408 episodes

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