How AI is Changing the Game with Financial Finesse’s Liz Davidson

from 401(k) Specialist Podcast · host Brian Anderson / Liz Davidson

Artificial intelligence is a hot topic everywhere these days, including the financial services industry. We check in with artificial intelligence early adopter Liz Davidson, founder and CEO of Financial Finesse, who tells us about their award-winning AI-powered virtual financial coach named Aimee, and how AI really is turning into a game-changer for many retirement plan advisors.Financial Finesse is making great strides in this area, and she explains how they’re doing it and why AI has so much potential to provide safe and accurate financial education to plan participants.

What this episode covers

Artificial intelligence is a hot topic everywhere these days, including the financial services industry. We check in with artificial intelligence early adopter Liz Davidson, founder and CEO of Financial Finesse, who tells us about their award-winning AI-powered virtual financial coach named Aimee, and how AI really is turning into a game-changer for many retirement plan advisors. Financial Finesse is making great strides in this area, and she explains how they’re doing it and why AI has so mu...

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How AI is Changing the Game with Financial Finesse’s Liz Davidson

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This episode is 15 minutes long.

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This episode was published on April 1, 2024.

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