How AI Can Make Every Financial Advisor a Better Communicator

How AI Can Make Every Financial Advisor a Better Communicator

Robo-advisors threatened disruption to financial advisors, just as online brokers before them. Now, generative AI is rekindling the same fears. But like other technologies before it, AI won’t replace advisors as much as augment their ability to serve clients. In this...
How AI can help financial advisors find more clients

How AI can help financial advisors find more clients

It’s a question as old as sales: Which prospects are actually ready to buy? For the customers of financial advisors, we now have some answers, courtesy of AI. Yelena Melamed, Co-Founder and Head of Product at fintech startup Catchlight AI, joined “The Disruption Is...
How This AI Company Can Tell If Your CEO Is Lying

How This AI Company Can Tell If Your CEO Is Lying

Communications has always been part art, part science. Creativity, empathy, and strategy are best paired with research and data. Now AI is bringing more science to the art by accessing previously unavailable intelligence. Sean Austin, founder of Helios Life...