AdviceTech Podcast #77 - FinMate AI

This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker for financial advisors, born from Daniel's own experience as an advisor and the challenges he faced in note-taking and documentation. They also cover the security of AI transcription products, the benefits of using a financial planning-specific tool, and the future of FinMate AI, including integrations and behavioral finance features. Daniel Yoo LinkedIn: https://www.linkedin.com/in/smyoo/ FinMate AI Website: https://www.finmate.ai/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth Investments Limited Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/