409. Changing the Advisor-Client Relationship with AI

What this episode covers

In this episode,host Michael Marchuk interviews Daniel Yoo, the founder of Fin Mate. Daniel shares his extensive academic background and professional experience in finance and technology. Together, they explore the ways AI is transforming the financial advisory space, particularly in operational efficiencies and client-advisor relationships. The discussion covers how AI can enhance personalization, trust, and accessibility while addressing the challenges and ethical concerns surrounding data privacy and industry adoption.Here’s what we talked with Daniel about: -AI's Role in Financial Advisory-Client-Advisory Relationship Dynamics-Data Privacy and AI in Finance-Future of Financial Advisory with AI-Challenges and Opportunities in AI AdoptionVisit us on our socials:🦾 Get started with SS&C Blue Prism: https://okt.to/JcMLdU🧑‍💻LinkedIn: https://okt.to/k8zIdp✖️Twitter: https://okt.to/fHyd9G🙋‍♀️Facebook: https://okt.to/Vyjfiz📸Instagram: https://okt.to/5nYvIf💭Blog: https://okt.to/QuGqVP🤩Case studies: https://okt.to/ft1AMXTo ensure that you never miss an episode of Transform NOW, be sure to subscribe!

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How long is this episode of Transform NOW?

This episode is 26 minutes long.

When was this Transform NOW episode published?

This episode was published on August 26, 2025.

What is this episode about?

In this episode,host Michael Marchuk interviews Daniel Yoo, the founder of Fin Mate. Daniel shares his extensive academic background and professional experience in finance and technology. Together, they explore the ways AI is transforming the...

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