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The WealthStack Podcast: How Advisors Can Use Generative AI

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The WealthStack Podcast: How Advisors Can Use Generative AI

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Synthetic intelligence continues to dominate headlines within the wealth administration house. However, will it will definitely find yourself changing every thing exterior of precise conversations between an advisor and a consumer? Probably. Generative AI should still appear intimidating to many, however the actuality is the longer term belongs to those that are prepared to study and implement it accurately. Because the world’s first AI-powered GPT assistant [for financial advisors], SIFA is on a mission to automate ongoing communications between advisors and their purchasers.

On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Alan Gurung, CEO and co-founder of SIFA, about how the platform permits advisors to harness information, enhance effectivity, and derive insightful analytics from it.

Shannon and Alan focus on:

  • The 3 ways monetary advisors can use SIFA
  • The place AI will have the ability to change human duties
  • How AI makes monetary recommendation extra human
  • What regulation and authorities oversight means for AI initiatives

Join with Shannon Rosic:

Join with Alan Gurung:

About Our Visitor:

Alan Gurung, CEO and co-founder of SIFA, a generative AI startup primarily based in London. Gurung began SIFA, which stands for tremendous unbiased monetary advisor, together with a small group of two different machine studying engineers and two scholar interns.

Gurung labored as an advisor and associate for the massive U.Ok. advisory agency St. James’s Place and offered his e-book of enterprise to begin SIFA, which was constructed particularly to automate ongoing communications between advisors and their purchasers.

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