Tag: Generative AI
Generative AI in Finance – With Darren Tedesco (Ep. 107)

Generative AI in Finance – With Darren Tedesco (Ep. 107)

By |

How can financial advisors embrace generative AI?

Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry. They talk about how most advisors see AI as an opportunity, not a threat, with the potential to serve more clients efficiently. However, data quality and compliance are significant concerns. Darren highlights AI’s current use in client communication and process automation, and its capacity to aid in making decisions that involve processing large amounts of data.

Darren discusses: 

  • Overview of Advisor360°, a wealth tech company
  • Generative AI’s impact on the financial services industry
  • Findings of Advisor360°’s research study on AI
  • Current use of AI in client communication and task automation
  • The potential of AI to help advisors serve more households
  • Challenges and compliance issues in adopting AI for advisors
  • And more

Resources: 

Connect With Darren Tedesco:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Darren Tedesco, President, Advisor360°

Darren is one of Advisor360°’s founders and is responsible for guiding the vision of the platform, technology strategy, and company direction. Darren focuses on elevating the customer experience through the application of new technologies to solve client pain points. He has been part of the software development since its inception, bringing together the thinkers, creators, and visionaries that help power our clients’ productivity, profitability, and growth.

Darren began his career at Commonwealth Financial Network in 1994, starting as a member of the finance team and transitioning to the company’s newly formed technology department in 2000 where he became Managing Principal of Innovation and Strategy. He regularly speaks at conferences and is often quoted in industry publications for his FinTech expertise in the financial advisor community. Darren received his MBA from Bryant University and a BS from the University of Connecticut. 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

FEATURE BBLBRY
Ep 103: Meet Your New Intern: Generative AI – With John Prendergast

Ep 103: Meet Your New Intern: Generative AI – With John Prendergast

By |

How generative AI could transform your practice.


In this episode, Laura Gregg and David Partain talk with John Prendergast, co-
founder and CEO of Blueleaf. John puts the strengths (and shortcomings) of
generative AI into context for advisors – and suggests how this “lazy intern” should
be managed.


John discusses:
● What generative AI is, how it evolved, and what it’s capable of
● Some concerns and potential risks associated with generative AI in financial
services
● Why advisors need to learn about generative AI before using it with clients
● And more


Resources:
● FlexShares Exchange Traded Funds
● The Augmented Advisor
● How Financial Advisors Are Leveraging Outsourcing And What The SEC Has
To Say About It
● The New York Times: Artificial Intelligence
● ChatGPT
● The Imitation Game


Connect With John Prendergast:
● Blueleaf
● LinkedIn: John Prendergast


Connect With Laura Gregg:
● lg79@nrts.com
● Laura Gregg’s LinkedIn


Connect With David Partain:
● dbp2@ntrs.com
● David Partain’s LinkedIn


About Our Guest:
John Prendergast is the co-founder and CEO of Blueleaf and is an active startup
advisor. He is also an experienced entrepreneur and senior executive. As part of 6
founding teams, he has led the product management, marketing, and finance
functions. His background in banking and wealth management has shaped the
vision for Blueleaf.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Archives

Categories

Important Information

Before investing, carefully consider the FlexShares® investment objectives, risks, charges and expenses.  This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by visiting http://www.flexshares.com.  Read the prospectus carefully before you invest.

Foreside Funds Services, LLC, distributor.

Investing involves risk including possible loss of principal. There is no guarantee that specific strategy will be successful. ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few.

The information covered and posted represents the views and opinions of the guests and does not necessarily represent the views or opinions of Northern Trust.

The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

Although we attempt to keep the information complete and current, we do not warrant that the content here is accurate, complete, or current. We make no commitment to update the content and it is your responsibility to verify any information before relying on it. The content of this podcast may include technical inaccuracies.

We may make changes in the products and or services described herein at any time. We provide you this information with the understanding that we are not rendering accounting, legal or tax advice; please consult your legal or tax advisor concerning such matters.