Scaling Financial Advice With AI Without Losing Trust with David Snider

AI promises to scale expertise – but in regulated, high-stakes domains like finance and tax, getting it wrong can be costly.In this episode of The AI Opportunity, Kenny sits down with David Snider, Founder & CEO of Harness, to unpack what responsible AI adoption really looks like when precision, trust, and compliance matter.David shares lessons from his career spanning Bain Capital, private equity, CFO/COO roles, and entrepreneurship – including why generic AI answers often fail in real financial contexts, how to introduce AI incrementally without scaring conservative users, and where automation genuinely creates leverage for advisors and operators.Rather than chasing shiny tools, this conversation focuses on practical workflows, clear guardrails, and keeping humans firmly in control.Chapters:00:25 - Introduction to David Snider and Harness02:40 - Why Harness Was Built and the Problem It Solves04:49 - Using AI in Financial Advice Without Losing Trust09:25 - Delivering Value to Clients Over Time13:03 - Introducing AI in Conservative, High-Risk Industries17:28 - Vertical AI vs General-Purpose Tools20:07 - Data Governance, Guardrails, and Responsible AI24:11 - Culture, Behaviour Change, and Adoption Realities25:53 - Quick Fire Round: Practical AI TakeawaysFind us on socials:🔗 Follow Kenny on LinkedIn: https://www.linkedin.com/in/kennyalegbe/🤖 Follow Brim on LinkedIn: https://www.linkedin.com/company/joinbrim/📩 For business or guest inquiries: [email protected]