In this episode of Connect The Dots, we are joined by Michael Summerton, Head of Proposition at INN8, and Professor Johan Steyn, a leading authority in finance and AI integration. Together, they explore the fascinating intersection of technology and financial advice.
The conversation emphasized the need for financial advisers to develop a deep understanding of their clients' needs and preferences in order to provide tailored advice and investment strategies that align with their goals. The webinar also discussed how AI could be used to enhance the advisory process by providing real-time data and analysis that could inform investment decisions.
Connect the dots with Michael and Johan today by listening to our podcastsum