

LLMs and Generative AI for Financial Planning and Life Insurance Workflows - with Christian Mitchell of Northwestern Mutual
Sep 12, 2023
Christian Mitchell, EVP and Chief Customer Officer at Northwestern Mutual, discusses the impact of LLMs and generative AI on customer experiences in financial planning and life insurance. He explores the ethical implications, the role of AI in bridging deferred gratification and immediate visualization, and the power of visualizations in financial decision-making.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
The Impact of LLMs and Generative AI on Organizations
03:51 • 3min
Implications of AI in Insurance and Ensuring Ethical Use
06:28 • 2min
The Role of AI in Financial Planning and Life Insurance
08:51 • 14min
The Power of Visualizations in Financial Planning
23:00 • 2min