AdviceTech Podcast #77 - FinMate AI

Ensombl Advice Australia

English - April 04, 2024 12:00 - 39 minutes - 44.4 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: #439 Jackson Millan

Next Episode: Engine Room Podcast #32 - Drew Meredith

This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker for financial advisors, born from Daniel's own experience as an advisor and the challenges he faced in note-taking and documentation. They also cover the security of AI transcription products, the benefits of using a financial planning-specific tool, and the future of FinMate AI, including integrations and behavioral finance features.

Daniel Yoo LinkedIn: https://www.linkedin.com/in/smyoo/
FinMate AI Website: https://www.finmate.ai/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited

Join the Ensombl platform:
App Store: http://www.ensombl.com/apple
Google Play: http://www.ensombl.com/google
Desktop: https://www.ensombl.com/

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