Money Meets Machine: The Impact of AI in Financial Services

In a world where AI is slowly taking over our everyday lives, it is important to understand what exactly this technology is and how it may be beneficial to a number of different aspects of your life. 

In this episode, Josh discusses new AI ventures such as Chat GPT and how some of our everyday devices may not be so far from it. He shares the different ways this technology could be leveraged to serve our clients better.

Josh discusses: 

  • Some benefits AI might bring to your job and everyday life
  • The number of different AI vehicles you might not realize you are using on a day-to-day basis 
  • Ways we see it impacting the financial services industry 
  • How AI can be used to assist in data analysis and decision making
  • The benefits of using AI to personalize and enhance customer experience
  • The future of what these technologies could mean for us in a number of facets 
  • And more

Related: Income Planning: When the Paychecks Stop