

Enhancing Your Technology, Business & Client Experience #3
Aug 20, 2024
Join Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief Operating Officer at Colonel First State, as they dive into the fascinating world of AI in financial advisory. They discuss how AI can enhance client communication and operational efficiency. Discover the swift rise of AI technologies like ChatGPT and their implications for market growth. The duo also tackles challenges such as regulatory hurdles and ethical considerations, emphasizing AI as a tool that augments rather than replaces the human touch in wealth management.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
Exploring the Evolution and Impact of Artificial Intelligence
03:55 • 4min
The AI Revolution: Unprecedented Adoption and Market Impact
08:05 • 2min
AI Adoption in Financial Advisory
10:31 • 8min
Exploring AI Integration and Its Impact on Technology and Advisory Practices
18:01 • 2min
Harnessing AI in Financial Advisory
20:29 • 26min