Revolutionizing Financial Advisory with AI: Insights from Jim Hardeman

Описание: Join Ryan Nauman in this episode of Zephyr's Adjusted for Risk Podcast, recorded on location at the Wealth Management Edge Conference. Ryan hosts Jim Hardeman, EVP of Product at Zocks, to discuss the integration of AI in the financial advisory space. They delve into the efficiency brought by AI in reducing manual tasks such as note-taking, email replies, form-filling, and data entry, allowing advisors to focus on building client relationships. Jim also shares insights into emerging trends, Zock's new capabilities, and their latest direct integration with E-money.

Don't miss this engaging conversation packed with practical tips for financial advisors looking to implement AI into their practices.

00:00 Introduction to Adjusted for Risk Podcast
00:37 Live from Wealth Management Edge Conference
01:15 Meet Jim Hardiman from Zocks
01:56 The Role of AI in Financial Services
02:25 Enhancing Client Experience with AI
03:28 Automating Back Office Tasks
05:30 Trends in Financial Advisor Technology
09:10 New Capabilities and Integrations
13:49 Implementing AI: Tips for Financial Advisors
15:59 Conclusion and Where to Find More Information

Learn how Zephyr can help financial advisors create efficient processes: https://informaconnect.com/zephyr/?ut...
Learn more about Zocks: https://www.zocks.io/