The AI Data Privacy Risk Financial Advisors Ignore with Daniel Yoo

Описание: In this episode of the Global Risk Community Podcast, we dive into "The AI Data Privacy Risk Financial Advisors Ignore." Join host Boris Agranovich as he speaks with Daniel Yoo, founder and CEO of FinMate AI, an AI-powered note-taking assistant designed exclusively for financial advisors. With years of experience managing $800 million in client assets and expertise in AI development, Daniel brings a unique perspective to the critical intersection of risk management, cyber security, and sustainability in financial services.

We discussed the ticking data privacy time bomb in financial service technology, the risks of using generic AI safeguards, and why proper data deletion policies are vital. Daniel shares insights into the sensitive information captured during client meetings, the challenges of balancing innovation with regulatory compliance, and the misconceptions surrounding AI scalability in finance. He also highlights red flags risk managers and compliance officers should watch for when evaluating AI vendors.

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#ai #dataprivacy #financialadvisors #riskmanagement #technology

CHAPTERS:
00:00 - Introduction
01:10 - Daniel's Background
02:24 - Data Privacy Risks in Financial Technology
08:06 - FinMATE AI Adoption Trends and Industry Direction
09:19 - Red Flags for Risk Managers Evaluating AI Vendors
10:25 - Misconceptions in AI and Finance
12:12 - Key Takeaways from the Interview
12:56 - Additional Questions for Daniel
13:06 - Seeking Partners in Europe
14:25 - Thank You, Daniel