Latest / Financial Planner Life Podcast
AI Is a Fuel, Not a Tool: Redefining Financial Advice with Saturn - Rohit Vaisha
What if your advisers could serve 20–30 more clients, save 45 minutes per meeting, and reduce suitability report time from 3 hours to 10 minutes - all without hiring more support staff?
That’s what Saturn AI is already delivering for over 600 financial planning firms ( 1600 Advisers ), and in this episode of the Financial Planner Life Podcast, Sam Oakes sits down with co-founder Rohit Vaisha to explore how.
But this isn’t another “AI will replace advisers” narrative.
Saturn’s mission is to enhance human connection, not remove it, using AI as fuel to scale trust, proactivity, and personalised…
The skinny
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