• The Future of Financial Advice: Can AI Replace Humans (Without the Guilt Trip)?

  • 2024/12/18
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The Future of Financial Advice: Can AI Replace Humans (Without the Guilt Trip)?

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  • Financial advice: is it a human job or a tech problem? On this special episode of FinTech Takes, Alex sits down with Amias Gerety, partner at QED Investors (and like-minded fintech and bank policy nerd), to unpack this very question. Drawing on Amias’s compelling op-ed for Open Banking (“Freeing Financial Advice from Financial Advisors”), they dive into the challenges of scaling personalized advice. Is the real bottleneck the high cost of advisors, or the industry's sales-driven incentives? Could automation be the key to scaling advice—without sacrificing fiduciary standards? Join us for an honest conversation about the tools and methods currently available in fintech to tackle these issues. From the promise of robo-advisors 2.0 to the metaphor of self-driving money, can LLMs finally deliver accessible, unbiased financial guidance for all? While we’re not yet at a place where AI can fully replicate the nuanced judgments of a seasoned advisor, we’re getting closer—and Amias has some sharp insights on how the future could unfold. Tune in to hear how the system might be shifting under our feet—and where the big opportunities for change could be. Sign up for Alex’s Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don’t forget to check out my YouTube page. Follow Amias: LinkedIn: https://www.linkedin.com/in/amias-gerety/ Amias’s original op-ed: https://openbanker.beehiiv.com/p/amiasgerety Follow Alex: YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson Twitter: https://www.twitter.com/AlexH_Johnson
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Financial advice: is it a human job or a tech problem? On this special episode of FinTech Takes, Alex sits down with Amias Gerety, partner at QED Investors (and like-minded fintech and bank policy nerd), to unpack this very question. Drawing on Amias’s compelling op-ed for Open Banking (“Freeing Financial Advice from Financial Advisors”), they dive into the challenges of scaling personalized advice. Is the real bottleneck the high cost of advisors, or the industry's sales-driven incentives? Could automation be the key to scaling advice—without sacrificing fiduciary standards? Join us for an honest conversation about the tools and methods currently available in fintech to tackle these issues. From the promise of robo-advisors 2.0 to the metaphor of self-driving money, can LLMs finally deliver accessible, unbiased financial guidance for all? While we’re not yet at a place where AI can fully replicate the nuanced judgments of a seasoned advisor, we’re getting closer—and Amias has some sharp insights on how the future could unfold. Tune in to hear how the system might be shifting under our feet—and where the big opportunities for change could be. Sign up for Alex’s Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don’t forget to check out my YouTube page. Follow Amias: LinkedIn: https://www.linkedin.com/in/amias-gerety/ Amias’s original op-ed: https://openbanker.beehiiv.com/p/amiasgerety Follow Alex: YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson Twitter: https://www.twitter.com/AlexH_Johnson
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