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Episode details

0:00 – Intro
5:35 – AI’s current impact on the advice industry.
11:44 – Using AI language models for research and education.
15:52 – How AI has been adopted into financial services, including insurance and wealth management.
19:47 – Using AI for investment research and client support.
27:03 – The adoption of AI tools in business.
30:31 – Microsoft Copilot’s potential for process improvement and productivity.
39:56 – Automating tasks with ChatGPT, Copilot and Microsoft workflows.
48:00 – AI implementation challenges and solutions.
55:57 – Streamlining business processes using AI and project management tools.
59:48 – The role of AI in financial advice and its potential future impact on advisors.
1:08:26 – Peita’s final thoughts.

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