How AI Is Transforming : Financial Advice with Stephen Handley | Fine Answers Podcast | Episode 156
Join Jay and Stephen Lee, CEO and founder of Fin365, as they dive into how technology and AI are transforming financial advisory services. From humble beginnings in Geelong to building a platform that now supports 160 advisory firms, Stephen shares the story of how small, incremental improvements paired with smart technology can dramatically increase efficiency, client reach, and service quality.
💡 Key Takeaways:
The power of incremental improvements over "big bang" solutions in financial services How technology and people combine to free advisors to spend more time with clients The impact of…
The skinny
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