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Hyper-Personalisation and Efficiency through AI with Alex Gassner
Manage episode 402127306 series 2950105
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
266 에피소드
Manage episode 402127306 series 2950105
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
266 에피소드
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