Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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Hyper-Personalisation and Efficiency through AI with Alex Gassner
Manage episode 402127306 series 2950105
Content provided by NextGen Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NextGen Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, host Francois du Toit sits down with Alex Gassner from paraplanner.ai to discuss the cutting-edge role of AI in financial planning.
Alex shares his extensive experience, starting from his early days in wealth management to his current venture in AI, focusing on how technology can streamline operations, enhance client engagement, and drive efficiency in financial advisory services.
They touch upon the evolution of AI from simple chatbots to sophisticated platforms capable of offering hyper-personalised financial advice, the challenges and opportunities in integrating AI into existing tech stacks, and a glimpse into the future of financial planning.
Join our community: www.nextgenplanners.co.uk
261 episodes
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Manage episode 402127306 series 2950105
Content provided by NextGen Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NextGen Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, host Francois du Toit sits down with Alex Gassner from paraplanner.ai to discuss the cutting-edge role of AI in financial planning.
Alex shares his extensive experience, starting from his early days in wealth management to his current venture in AI, focusing on how technology can streamline operations, enhance client engagement, and drive efficiency in financial advisory services.
They touch upon the evolution of AI from simple chatbots to sophisticated platforms capable of offering hyper-personalised financial advice, the challenges and opportunities in integrating AI into existing tech stacks, and a glimpse into the future of financial planning.
Join our community: www.nextgenplanners.co.uk
261 episodes
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Similar to NextGen Planners
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continue reading
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