4min chapter

AI in Financial Services Podcast cover image

The Future of Lead Optimization in Real Estate, Insurance, and Beyond - with Wilbur Swan of Catchlight Insights

AI in Financial Services Podcast

CHAPTER

How to Make Your Compliance Group More Compliant

VELDI Labs is building models to help advisors understand in their compliance groups, understand where there might be points of risk within marketing documentation and communications. With that type of learning infrastructure in place, can you do generative AI, right? Can you create content and help advisors just say, like, I want to send out a note that says X-fines A, and it's going to talk about these topics,. Wilbur: "Can the machine create content for you"

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