Articles & Conversations
This is where I share what I'm seeing in broker-dealer, RIA, and FinTech technology, in articles and in conversations with others in the industry. Right now most of it is about AI, since that's what nearly every firm I talk with is working through.
Firms that try to deliver AI to their customers before they’ve learned to use it themselves are likely to ship AI that disappoints. Here’s a way to see where your firm, and your vendors, stand across four domains of AI adoption.
Read the article →Mike Byrnes of Byrnes Consulting interviewed me about how quickly AI is changing financial services. We talked about how much better AI got over the past year, an AI note-taker that caught mismatched client data across three systems, why I'm optimistic about jobs, and how to take a first step if you're just getting started.
Watch on YouTube →Working through any of this at your firm? I'm happy to compare notes.
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