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Ep 1. How AI is Transforming Financial Advice

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Manage episode 479553656 series 3279785
Content provided by Nigel Baker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nigel Baker 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.

Episode 1 – How AI Is Transforming Financial Advice: Ethics, Scale & the Future of Advice
with Nigel Baker & Dr Katherine Hunt | The Scientiam Show

Welcome to the first episode of The Scientiam Show. Join co-hosts Nigel Baker and Dr Katherine Hunt as they dive into how technology is reshaping the financial advice industry — creating better outcomes, improving access, and helping advisers scale with impact and integrity.

Join co-hosts Nigel Baker, Founder of Scientiam and CEO of Arch Capital, and Dr Katherine Hunt, global expert in ethics and financial services, as they unpack how artificial intelligence is reshapingthe future of financial advice.

From scalable advice models to ethical AI adoption, discover how technology is empowering advisers, enhancing client trust, and making financial advice more accessible than ever.

🔍 In this episode, we cover:
• The real impact of AI in financial advice
• Why ethics must lead tech adoption in financial services
• Tools and AI note-takers every modern adviser should know
• How firms can scale without losing the human touch
• The rise of client-first, compliance-smart digital advice

🛠️ Featured AI Tools for Financial Advisers:
Otter Meeting Agent MicrosoftCopilot Fathom AINotetaker scribenote.ioNotion AIParadino Filenote.ai Evernote

💡 Stay ahead of the curve.Follow The Scientiam Show for bold conversations on advice, ethics, fintech, and the tools transforming the industry.

  continue reading

70 episodes

Artwork
iconShare
 
Manage episode 479553656 series 3279785
Content provided by Nigel Baker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nigel Baker 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.

Episode 1 – How AI Is Transforming Financial Advice: Ethics, Scale & the Future of Advice
with Nigel Baker & Dr Katherine Hunt | The Scientiam Show

Welcome to the first episode of The Scientiam Show. Join co-hosts Nigel Baker and Dr Katherine Hunt as they dive into how technology is reshaping the financial advice industry — creating better outcomes, improving access, and helping advisers scale with impact and integrity.

Join co-hosts Nigel Baker, Founder of Scientiam and CEO of Arch Capital, and Dr Katherine Hunt, global expert in ethics and financial services, as they unpack how artificial intelligence is reshapingthe future of financial advice.

From scalable advice models to ethical AI adoption, discover how technology is empowering advisers, enhancing client trust, and making financial advice more accessible than ever.

🔍 In this episode, we cover:
• The real impact of AI in financial advice
• Why ethics must lead tech adoption in financial services
• Tools and AI note-takers every modern adviser should know
• How firms can scale without losing the human touch
• The rise of client-first, compliance-smart digital advice

🛠️ Featured AI Tools for Financial Advisers:
Otter Meeting Agent MicrosoftCopilot Fathom AINotetaker scribenote.ioNotion AIParadino Filenote.ai Evernote

💡 Stay ahead of the curve.Follow The Scientiam Show for bold conversations on advice, ethics, fintech, and the tools transforming the industry.

  continue reading

70 episodes

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