[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev

Denis Konoplev is the CEO of Munin AI, a company at the forefront of using artificial intelligence to empower financial advisors. With over a decade of experience in entrepreneurial ventures, he has a track record of successful startups in various sectors. A non-technologist with a keen eye for applying innovative solutions to real-world business problems, Denis is on a mission to provide financial advisors with AI-powered tools that enhance client relationships and improve service quality. As a leader who values customer-centric approaches, he is known for his ability to adapt and evolve alongside emerging technologies.

In this episode…

Have you ever wondered how the role of a financial advisor could evolve with the integration of cutting-edge technology? What if the typical advisor-client interaction was augmented by a layer of intelligent, real-time assistance that could recall every detail and opportunity from past conversations? Could this be the missing link that transforms financial advice from a service to an experience?

Serial entrepreneur Denis Konoplev delves into how his innovative AI-powered platform is helping financial advisors provide a supercharged experience to their clients. He shares insights on how these technologies can serve as augmented reality for client servicing, offering advisors a heads-up display filled with contextual and relevant information. He counteracts the fears of AI replacing human roles by reiterating the value of emotional and nuanced human guidance in client relationships. Denis also explores the future where AI personalizes client interactions beyond the current technologies.

In this episode of The Customer Wins, Richard Walker interviews Denis Konoplev, CEO of Munin AI, about transforming the everyday responsibilities of financial advisors through AI. Denis talks about the inspiration behind starting Munin AI and the problem it aims to solve, the superpowers of AI in the financial advising industry, how Munin AI captures client interactions in real-time without disrupting conversation flow, and the core concepts of applying AI to improve customer experience.