Joel McWilliam

Joel McWilliam, Co-Founder at Atom Automation, shares insights on the integration of AI and automation in financial advisory practices. He discusses how technology enhances workflows without disrupting existing processes, emphasizing the shift towards custom solutions. Joel highlights the importance of tailoring automation for specific practices and the complexities of managing data collection. He also explores how AI improves client relations and the significance of tech stack compatibility for seamless integration. Get ready to unlock new efficiencies!