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Podcast #123: AI, advice and the ‘golden age’ – what’s next for financial planning? With Saturn's Amal Jolly and Rohit Vaish

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Manage episode 484002594 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

For this week’s episode, we’re diving into the world of AI in financial advice. With tech adoption on the rise, there’s plenty to unpack – from the potential of AI to streamline processes to the risk of losing that all-important human touch.

Joining IFA Magazine’s Senior Financial Journalist Jenny Hunter and Editor Sue Whitbread are two industry experts who are right at the forefront of these changes – Amal Jolly, Chief Executive and Co-Founder of Saturn, and Rohit Vaish, Saturn’s Co-Founder and President. They’ll be sharing their insights on why AI is gaining traction among advice firms, whether we’re really on the brink of a ‘golden age’ for financial planning, and how advisers can bring their teams along for the ride.

So, whether you’re already embracing AI or just starting to dip your toes in, this episode is packed with practical insights and expert advice you won’t want to miss.

Saturn are always looking to be interactive and regularly host in person events to demo their suite of tools.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 484002594 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

For this week’s episode, we’re diving into the world of AI in financial advice. With tech adoption on the rise, there’s plenty to unpack – from the potential of AI to streamline processes to the risk of losing that all-important human touch.

Joining IFA Magazine’s Senior Financial Journalist Jenny Hunter and Editor Sue Whitbread are two industry experts who are right at the forefront of these changes – Amal Jolly, Chief Executive and Co-Founder of Saturn, and Rohit Vaish, Saturn’s Co-Founder and President. They’ll be sharing their insights on why AI is gaining traction among advice firms, whether we’re really on the brink of a ‘golden age’ for financial planning, and how advisers can bring their teams along for the ride.

So, whether you’re already embracing AI or just starting to dip your toes in, this episode is packed with practical insights and expert advice you won’t want to miss.

Saturn are always looking to be interactive and regularly host in person events to demo their suite of tools.

  continue reading

100 episodes

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