How I AI How AI Is Transforming Legacy Industries: Finance and Memorial Services
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Sep 9, 2025 
Walker Posey, a fourth-generation funeral director, discusses how AI is reshaping memorial services with innovations like digital memorial pages and hologram tributes. He emphasizes the need for modernization to enhance grief support. Daniel Yoo, founder of FinMate AI and former financial advisor, shares insights on building custom AI agents for financial professionals. He highlights the importance of personalizing AI tools while navigating the challenges of integrating tech in traditional sectors. Both guests advocate for thoughtful and intentional adoption of technology.
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From First Memorial Pages To AI Tools
- Walker Posey described building digital memorial pages and live streams to give families a lasting place to remember loved ones.
- He said these tools began long ago and evolved into AI-enabled management to better serve grieving families.
Use AI As A Writing Assistant, Not A Replacement
- Gather rich family data first, then use AI to refine language and phrasing for obituaries and communications.
- Use tools as assistants, not replacements, to keep emotional nuance and personalized care intact.
Contextual Memory Improves Service
- AI can surface past service relationships and context from your management software to prepare staff for incoming families.
- That contextual memory helps move funeral directors from order-takers to relationship-driven caregivers.