AI in WealthTech today, diving into how artificial intelligence is used in UK wealth technology, with real examples.
They also talk about the challenges and risks with tech in finance from keeping data safe to making sure AI advice is reliable.
And finally what's next for WealthTech. See what innovations and AI developments can we expect to see in the UK's financial planning scene in the coming years.
In this episode Amelia sat down with Director of Plan Works, Sian Davies Cole.
Here they talked about the importance of mentoring, the characteristics of a good mentoring relationship and understanding people's individual needs.
Join our community: www.nextgenplanners.co.uk
In this episode, host Francois du Toit sits down with Alex Gassner from paraplanner.ai to discuss the cutting-edge role of AI in financial planning.
Alex shares his extensive experience, starting from his early days in wealth management to his current venture in AI, focusing on how technology can streamline operations, enhance client engagement, and drive efficiency in financial advisory services.
They touch upon the evolution of AI from simple chatbots to sophisticated platforms capable of offering hyper-personalised financial advice, the challenges and opportunities in integrating AI into existing tech stacks, and a glimpse into the future of financial planning.
Join our community: www.nextgenplanners.co.uk
In the episode Amelia talks with Director of Wellington Wealth, Jennifer Ellis.
Here they discuss the journey of launching a financial planning firm, the work behind the scenes and lessons learned along the way.
Join our community: www.nextgenplanners.co,uk
In this second episode, Adam Carolan and David Davies delve into the digital transformation sweeping through the financial advice sector.
They discuss the increasing role of technology in improving efficiency and client interactions, particularly through the use of digital tools for tasks like meeting note-taking. This technological shift enables advisors to focus more on their clients, fostering better conversations and understanding.
David is leading efforts at Navos to revolutionise the financial planning industry by developing a tool that leverages data and AI to automate back-office operations and compliance tasks for financial advisors.
This conversation underscores the critical need for the profession to embrace digital advancements to stay competitive and relevant.
Find out more about them 👉 https://navos.co.uk/
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
In this episode Amelia sits down with Daniel Gornall from Centurion Chartered Financial Planners who is a Financial Planner specialising in divorce and separation.
Here they chat about the technical side of divorce planning, the importance of a joined up approach and understanding the mindset of clients.
Join our community: www.nextgenplanners.co.uk
In the VERY FIRST episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Rohit Vaish and Amal Jolly from Saturn AI 🤖
For our first conversation, we’re discussing how meeting notes have progressed over the years, and how AI is shaping the ability to get better meeting notes from clients. The end result is that financial planners have more time to focus on social cues and great conversations with their clients, whilst technology deals with the admin.
Rohit & Amal are building something very cool in the world of financial planning at the moment. Their tool is aiming to automate back office operations and compliance for financial advisers using data and AI.
Find out more about them 👉 heysaturn.com
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack