Season 1: Episode 37

Duration: 53 minutes

In this episode of the Transact Platform Podcast, Tom Dunbar, Transact’s CEO, is joined by Sam McBride from Ani Tech and Richard Brian from Curo to discuss how Artificial Intelligence (AI) agents are reshaping the future of financial advice and what this could mean for advice firms in the years ahead.

Together they explore:

  • the difference between bespoke AI agents and AI capabilities embedded within CRM systems

  • how AI agents can support advisers throughout the client review process

  • opportunities to automate meeting notes, client reviews and suitability report preparation

  • the importance of human oversight, governance and permission controls

  • and the opportunities and challenges firms should consider as AI becomes increasingly mainstream.

Throughout the episode, Sam and Richard share practical examples of how AI agents are already being used within advice firms, from automating administrative processes and preparing review meetings to supporting compliance activities and improving the consistency of client data.

If you're exploring AI for the first time or considering more advanced agent-based solutions, this episode provides valuable insights into how advisers can use AI to improve efficiency and focus more time on delivering highly valued advice.

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This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice. All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own. Any references to third parties do not constitute an endorsement, recommendation, or preference by Transact.