Robert Kirk is the Founder and CEO of InterGen Data, a prediction and analysis company that uses AI to help financial professionals prepare clients for impactful life events. He is an accomplished technologist, leader, and industry expert in wealth management. With over 30 years of wealth management experience, Robert has led several firms in technology implementation and played a critical role in helping those firms grow.

In this episode…

As we navigate life, significant events are bound to happen, including retirement, critical illness, or inheritance. While we cannot predict precisely when these events will occur, it is entirely possible to prepare for them. However, many are completely unprepared for their future.

This is what Robert Kirk discovered after his grandfather was diagnosed with Alzheimer's and had to move into a long-term care facility. To help others avoid this, he built a company that uses predictive analytics and machine learning to analyze data and provide insights into potential future events. The insights help individuals make informed decisions about their financial future. Financial advisors can also provide personalized advice and recommendations based on the predictions and their client's unique situation.

In this episode of The Customer Wins, Richard Walker sits down with Robert Kirk, Founder and CEO of InterGen Data, to discuss the use of AI to predict the future and financially plan for it. Robert talks about InterGen Data and what it does, the challenges of running a software company, and its success stories.

Using AI To Financially Plan Our Future With Robert Kirk