This week on Lou Carlozo’s Bankadelic podcast, it’s time to reckon with the way AI is changing how financial advisors do their work serving customers. On the latest episode, Responsive AI Co-Founder and CEO Day Wachell (pictured) explains how his company is leveraging tax data to bring sharper insight to the advisor’s work, and help them to provide ongoing guidance in service of clients building better lives. It’s an engaging listen, and you can check out the full Bankadelic archive here.
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