In the VERY FIRST episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Rohit Vaish and Amal Jolly from Saturn AI 🤖

For our first conversation, we’re discussing how meeting notes have progressed over the years, and how AI is shaping the ability to get better meeting notes from clients. The end result is that financial planners have more time to focus on social cues and great conversations with their clients, whilst technology deals with the admin.

Rohit & Amal are building something very cool in the world of financial planning at the moment. Their tool is aiming to automate back office operations and compliance for financial advisers using data and AI.

Find out more about them 👉 heysaturn.com

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack