AI and Finance: Risks and Rewards for Advisors and Clients
Artificial intelligence is transforming nearly every industry, and financial services is no exception. From virtual chatbots to advanced automation platforms, AI is changing how advisors engage with clients and manage their businesses.
Aaron Spradlin, CTO of United Planners, and Mustapha Baassiri, co-founder of Hamachi.ai, have observed these technologies evolve over the past several years. Together, they offer unique insights into the opportunities and challenges associated with adopting AI.
In this podcast, Spradlin and Baassiri join Sheila Agasi, executive vice president, chief revenue officer and general partner at United Planners Financial Services, to discuss how AI is reshaping the financial advice industry, including:
- What AI really means and the effects it's having on financial advisors
- How advisors can leverage AI to streamline their businesses and improve efficiency
- Why security and data privacy are critical as AI use increases
- Practical lessons advisors can apply when adopting AI
Listen to the full conversation to learn how advisors can responsibly leverage AI while managing security, compliance and client trust concerns.
To hear the full conversation, listen here. To learn more about United Planners, visit here.
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