Applied AI: Using AI to Go From Insights to Execution

Your data is trying to tell you something. Are you listening?

AI isn’t just about insights. It’s about execution.

In this episode of AI Knowhow from Knownwell, CMO Courtney Baker is joined by CEO David DeWolf Chief Product and Technology Officer Mohan Rao to explore how AI is reshaping execution in professional service firms. They discuss how AI can move beyond simple automation to orchestrate strategic execution, aligning teams, prioritizing tasks, and ensuring the right work gets done at the right time. 

Our special guest, Daniel Marcous, Co-founder and CTO of April, sits down with Pete to discuss how AI is transforming tax preparation. He shares how April’s AI-powered tax solution reduces complexity and risk while building trust in financial AI products.

And in a brand-new segment, What’s Up, Grok?, Pete breaks down the latest AI news—including Elon Musk’s bold claims about Grok 3. Is it truly a game-changer or just more noise?

Watch this episode on YouTube: https://youtu.be/BE25MAc5jlw 

Want to see how AI can help you execute on your most important priorities? Visit www.Knownwell.com to explore our AI-driven platform.