Resolve Riffs Investment Podcast cover image

Befi is Dead; Long Live Befi! with Shaping Wealth’s Brian Portnoy

Resolve Riffs Investment Podcast

CHAPTER

Introducing Lydia: The AI Guide for Financial Advisors

This chapter explores Lydia, a generative AI tool designed to aid financial advisors and employees in the wealth management sector. Created through a collaboration of cognitive scientists and AI developers, Lydia helps users navigate crucial financial discussions while fostering empathy and understanding.

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