TRAP: The Real Adviser Podcast cover image

74 - From Football to Finance with guest host Paddy Andrews

TRAP: The Real Adviser Podcast

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Navigating AI Integration in Finance

This chapter explores the integration challenges of AI technology within the finance sector, highlighting tools like IntelliFlow and Microsoft Copilot as crucial innovations for enhancing productivity. The discussion also reflects on the gradual adaptation of financial advisors to rapid technological advancements, touching on the balance between automation and meaningful client engagement. Personal anecdotes and industry insights provide a snapshot of the evolving landscape of finance and leisure activities, particularly golf and cycling.

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