Data Driven
Navigating the Wild West of AI in Finance: Policies, Pitfalls, and Opportunities
46:50
In this episode, we dive into the rapidly evolving world of AI in the financial sector.
Frank La Vigne and Candace Gillhoolley are joined by Daniel Yoo, founder and CEO of Finmate AI, a company at the forefront of custom agentic AI solutions for financial advisors.
Together, they explore how artificial intelligence is transforming internal operations for advisors, the surprising openness of…